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Institute for Wealth Management, LLC.: XLC position timeline

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

Institute for Wealth Management, LLC. held 12,827 XLC 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 12,827 shares
    Change vs previous 13F +553 shares

    0.12% of the 13F portfolio, value $1,374,104.

    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 12,274 shares
    Change vs previous 13F +1,260 shares

    0.15% of the 13F portfolio, value $1,360,722.

    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 11,014 shares
    Change vs previous 13F +1,341 shares

    0.14% of the 13F portfolio, value $1,296,558.

    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 9,673 shares
    Change vs previous 13F -269 shares

    0.12% of the 13F portfolio, value $1,144,945.

    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 9,942 shares
    Change vs previous 13F +1,165 shares

    0.12% of the 13F portfolio, value $1,079,031.

    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 8,777 shares
    Change vs previous 13F +1,949 shares

    0.11% of the 13F portfolio, value $846,568.

    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 6,828 shares
    Change vs previous 13F +1,198 shares

    0.08% of the 13F portfolio, value $661,050.

    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 5,630 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $508,937.

    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).