Skip to content
Disclosery

Institute for Wealth Management, LLC.: VTV position timeline

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

Institute for Wealth Management, LLC. held 9,553 VTV 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 9,553 shares
    Change vs previous 13F -1,654 shares

    0.18% of the 13F portfolio, value $2,081,792.

    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 11,207 shares
    Change vs previous 13F +1,340 shares

    0.24% of the 13F portfolio, value $2,198,840.

    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 9,867 shares
    Change vs previous 13F -280 shares

    0.2% of the 13F portfolio, value $1,884,582.

    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 10,147 shares
    Change vs previous 13F +61 shares

    0.2% of the 13F portfolio, value $1,892,344.

    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 10,086 shares
    Change vs previous 13F +6,692 shares

    0.2% of the 13F portfolio, value $1,782,546.

    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 3,394 shares
    Change vs previous 13F -527 shares

    0.08% of the 13F portfolio, value $586,227.

    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 3,921 shares
    Change vs previous 13F -6 shares

    0.08% of the 13F portfolio, value $663,886.

    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 3,927 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $685,558.

    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).