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Institute for Wealth Management, LLC.: XLG position timeline

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

Institute for Wealth Management, LLC. held 46,216 XLG 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 46,216 shares
    Change vs previous 13F -66 shares

    0.25% of the 13F portfolio, value $2,829,828.

    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 46,282 shares
    Change vs previous 13F -3,766 shares

    0.27% of the 13F portfolio, value $2,524,674.

    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 50,048 shares
    Change vs previous 13F -1,696 shares

    0.31% of the 13F portfolio, value $2,966,851.

    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 51,744 shares
    Change vs previous 13F -3,166 shares

    0.31% of the 13F portfolio, value $2,976,301.

    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 54,910 shares
    Change vs previous 13F -22,029 shares

    0.32% of the 13F portfolio, value $2,860,837.

    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 76,939 shares
    Change vs previous 13F -1,597 shares

    0.46% of the 13F portfolio, value $3,540,744.

    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 78,536 shares
    Change vs previous 13F +6,531 shares

    0.49% of the 13F portfolio, value $3,923,640.

    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 72,005 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,422,393.

    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).