Skip to content
Disclosery

Institute for Wealth Management, LLC.: VNQ position timeline

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

Institute for Wealth Management, LLC. held 13,176 VNQ 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 13,176 shares
    Change vs previous 13F -4,729 shares

    0.11% of the 13F portfolio, value $1,270,573.

    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 17,905 shares
    Change vs previous 13F +1,659 shares

    0.17% of the 13F portfolio, value $1,588,211.

    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 16,246 shares
    Change vs previous 13F +454 shares

    0.15% of the 13F portfolio, value $1,437,578.

    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 15,792 shares
    Change vs previous 13F +6,242 shares

    0.15% of the 13F portfolio, value $1,443,685.

    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 9,550 shares
    Change vs previous 13F -5,132 shares

    0.09% of the 13F portfolio, value $850,527.

    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 14,682 shares
    Change vs previous 13F -568 shares

    0.17% of the 13F portfolio, value $1,329,306.

    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 15,250 shares
    Change vs previous 13F -68 shares

    0.17% of the 13F portfolio, value $1,358,433.

    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 15,318 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,492,248.

    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).