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Institute for Wealth Management, LLC.: VPL position timeline

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

Institute for Wealth Management, LLC. held 5,933 VPL 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 5,933 shares
    Change vs previous 13F -676 shares

    0.06% of the 13F portfolio, value $686,411.

    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 6,609 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $645,916.

    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 6,603 shares
    Change vs previous 13F +413 shares

    0.06% of the 13F portfolio, value $596,929.

    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 6,190 shares
    Change vs previous 13F -174 shares

    0.06% of the 13F portfolio, value $543,767.

    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 6,364 shares
    Change vs previous 13F -290 shares

    0.06% of the 13F portfolio, value $523,008.

    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 6,654 shares
    Change vs previous 13F -112 shares

    0.06% of the 13F portfolio, value $482,119.

    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 6,766 shares
    Change vs previous 13F -1,179 shares

    0.06% of the 13F portfolio, value $480,676.

    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 7,945 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $622,825.

    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).