Institute for Wealth Management, LLC.: TEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Institute for Wealth Management, LLC. on TEL, newest first. How the timeline and the estimate are built.
Institute for Wealth Management, LLC. held 1,371 TEL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,371 sharesChange vs previous 13F -19 shares
0.02% of the 13F portfolio, value $276,408.
13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,390 sharesChange vs previous 13F +19 shares
0.03% of the 13F portfolio, value $290,538.
13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,371 sharesChange vs previous 13F +122 shares
0.03% of the 13F portfolio, value $311,917.
13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,249 sharesChange vs previous 13F -160 shares
0.03% of the 13F portfolio, value $274,193.
13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,409 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $237,657.
13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).