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Institute for Wealth Management, LLC.: XLF position timeline

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

Institute for Wealth Management, LLC. held 127,887 XLF 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 127,887 shares
    Change vs previous 13F +1,865 shares

    0.61% of the 13F portfolio, value $6,856,022.

    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 126,022 shares
    Change vs previous 13F +18,131 shares

    0.67% of the 13F portfolio, value $6,221,702.

    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 107,891 shares
    Change vs previous 13F +1,988 shares

    0.63% of the 13F portfolio, value $5,909,188.

    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 105,903 shares
    Change vs previous 13F -1,572 shares

    0.59% of the 13F portfolio, value $5,705,015.

    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 107,475 shares
    Change vs previous 13F -229 shares

    0.63% of the 13F portfolio, value $5,628,491.

    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 107,704 shares
    Change vs previous 13F -2,426 shares

    0.69% of the 13F portfolio, value $5,364,729.

    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 110,130 shares
    Change vs previous 13F -2,330 shares

    0.67% of the 13F portfolio, value $5,322,580.

    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 112,460 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,096,684.

    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).