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Institute for Wealth Management, LLC.: VEA position timeline

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

Institute for Wealth Management, LLC. held 30,150 VEA 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 30,150 shares
    Change vs previous 13F -7,119 shares

    0.19% of the 13F portfolio, value $2,148,208.

    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 37,269 shares
    Change vs previous 13F +4,997 shares

    0.26% of the 13F portfolio, value $2,388,198.

    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 32,272 shares
    Change vs previous 13F -453 shares

    0.21% of the 13F portfolio, value $2,016,005.

    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 32,725 shares
    Change vs previous 13F -622 shares

    0.2% of the 13F portfolio, value $1,960,877.

    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 33,347 shares
    Change vs previous 13F -245 shares

    0.21% of the 13F portfolio, value $1,901,135.

    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 33,592 shares
    Change vs previous 13F +14,203 shares

    0.22% of the 13F portfolio, value $1,707,470.

    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 19,389 shares
    Change vs previous 13F -1,492 shares

    0.12% of the 13F portfolio, value $927,174.

    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 20,881 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,102,714.

    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).