Skip to content
Disclosery

Institute for Wealth Management, LLC.: XYLD position timeline

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

Institute for Wealth Management, LLC. held 38,550 XYLD 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 38,550 shares
    Change vs previous 13F -1,227 shares

    0.14% of the 13F portfolio, value $1,572,465.

    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 39,777 shares
    Change vs previous 13F -2,651 shares

    0.17% of the 13F portfolio, value $1,556,491.

    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 42,428 shares
    Change vs previous 13F -2,716 shares

    0.18% of the 13F portfolio, value $1,723,860.

    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 45,144 shares
    Change vs previous 13F -1,793 shares

    0.18% of the 13F portfolio, value $1,772,341.

    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 46,937 shares
    Change vs previous 13F -883 shares

    0.2% of the 13F portfolio, value $1,827,732.

    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 47,820 shares
    Change vs previous 13F -838 shares

    0.24% of the 13F portfolio, value $1,888,393.

    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 48,658 shares
    Change vs previous 13F -976 shares

    0.26% of the 13F portfolio, value $2,038,762.

    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 49,634 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,059,813.

    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).