Skip to content
Disclosery

Institute for Wealth Management, LLC.: T position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on T, newest first. How the timeline and the estimate are built.

Institute for Wealth Management, LLC. held 32,982 T shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,982 shares
    Change vs previous 13F -1,512 shares

    0.06% of the 13F portfolio, value $682,728.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,494 shares
    Change vs previous 13F -8,335 shares

    0.11% of the 13F portfolio, value $999,982.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,829 shares
    Change vs previous 13F +1,820 shares

    0.11% of the 13F portfolio, value $1,063,867.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,009 shares
    Change vs previous 13F -320 shares

    0.12% of the 13F portfolio, value $1,158,085.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,329 shares
    Change vs previous 13F -461 shares

    0.13% of the 13F portfolio, value $1,196,067.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,790 shares
    Change vs previous 13F -113 shares

    0.15% of the 13F portfolio, value $1,181,834.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,903 shares
    Change vs previous 13F -908 shares

    0.12% of the 13F portfolio, value $954,135.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,811 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $941,844.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).