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Institute for Wealth Management, LLC.: VGSH position timeline

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

Institute for Wealth Management, LLC. held 171,380 VGSH 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 171,380 shares
    Change vs previous 13F +81,618 shares

    0.88% of the 13F portfolio, value $9,974,316.

    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 89,762 shares
    Change vs previous 13F +16,783 shares

    0.56% of the 13F portfolio, value $5,254,668.

    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 72,979 shares
    Change vs previous 13F +34,237 shares

    0.45% of the 13F portfolio, value $4,286,057.

    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 38,742 shares
    Change vs previous 13F +7,123 shares

    0.24% of the 13F portfolio, value $2,279,968.

    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 31,619 shares
    Change vs previous 13F +736 shares

    0.21% of the 13F portfolio, value $1,858,558.

    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 30,883 shares
    Change vs previous 13F -700 shares

    0.23% of the 13F portfolio, value $1,812,527.

    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 31,583 shares
    Change vs previous 13F -3,525 shares

    0.23% of the 13F portfolio, value $1,837,474.

    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 35,108 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,072,068.

    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).