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Institute for Wealth Management, LLC.: VWO position timeline

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

Institute for Wealth Management, LLC. held 58,595 VWO 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 58,595 shares
    Change vs previous 13F -9,113 shares

    0.31% of the 13F portfolio, value $3,497,515.

    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 67,708 shares
    Change vs previous 13F +7,525 shares

    0.39% of the 13F portfolio, value $3,659,604.

    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 60,183 shares
    Change vs previous 13F +1,694 shares

    0.34% of the 13F portfolio, value $3,235,424.

    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 58,489 shares
    Change vs previous 13F -416 shares

    0.33% of the 13F portfolio, value $3,168,908.

    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 58,905 shares
    Change vs previous 13F -691 shares

    0.33% of the 13F portfolio, value $2,913,422.

    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 59,596 shares
    Change vs previous 13F +32,555 shares

    0.35% of the 13F portfolio, value $2,697,321.

    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 27,041 shares
    Change vs previous 13F -2,046 shares

    0.15% of the 13F portfolio, value $1,190,900.

    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 29,087 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,391,835.

    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).