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Institute for Wealth Management, LLC.: VFH position timeline

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

Institute for Wealth Management, LLC. held 8,162 VFH 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 8,162 shares
    Change vs previous 13F -7,508 shares

    0.09% of the 13F portfolio, value $1,074,145.

    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 15,670 shares
    Change vs previous 13F +3,301 shares

    0.2% of the 13F portfolio, value $1,893,083.

    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 12,369 shares
    Change vs previous 13F +545 shares

    0.18% of the 13F portfolio, value $1,651,152.

    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 11,824 shares
    Change vs previous 13F +407 shares

    0.16% of the 13F portfolio, value $1,551,797.

    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 11,417 shares
    Change vs previous 13F -51 shares

    0.16% of the 13F portfolio, value $1,453,414.

    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 11,468 shares
    Change vs previous 13F -520 shares

    0.18% of the 13F portfolio, value $1,370,088.

    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 11,988 shares
    Change vs previous 13F -386 shares

    0.18% of the 13F portfolio, value $1,415,376.

    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 12,374 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,360,012.

    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).