Skip to content
Disclosery

Institute for Wealth Management, LLC.: TFLO position timeline

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

Institute for Wealth Management, LLC. held 8,126 TFLO 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 8,126 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $411,444.

    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 8,173 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $413,801.

    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 8,174 shares
    Change vs previous 13F -429 shares

    0.04% of the 13F portfolio, value $412,469.

    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 8,603 shares
    Change vs previous 13F +85 shares

    0.05% of the 13F portfolio, value $435,208.

    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 8,518 shares
    Change vs previous 13F +147 shares

    0.05% of the 13F portfolio, value $431,445.

    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 8,371 shares
    Change vs previous 13F +393 shares

    0.05% of the 13F portfolio, value $424,051.

    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 7,978 shares
    Change vs previous 13F +94 shares

    0.05% of the 13F portfolio, value $402,667.

    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 7,884 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $398,937.

    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).