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Disclosery

Institute for Wealth Management, LLC.: WY position timeline

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

Institute for Wealth Management, LLC. held 11,022 WY 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 11,022 shares
    Change vs previous 13F -1,439 shares

    0.02% of the 13F portfolio, value $263,870.

    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 12,461 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $304,433.

    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 12,436 shares
    Change vs previous 13F -1,281 shares

    0.03% of the 13F portfolio, value $294,608.

    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 13,717 shares
    Change vs previous 13F -1,841 shares

    0.04% of the 13F portfolio, value $340,038.

    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 15,558 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $399,688.

    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 15,549 shares
    Change vs previous 13F -413 shares

    0.06% of the 13F portfolio, value $455,279.

    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 15,962 shares
    Change vs previous 13F -774 shares

    0.06% of the 13F portfolio, value $449,335.

    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 16,736 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $566,666.

    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).