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Institute for Wealth Management, LLC.: XYZ position timeline

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

Institute for Wealth Management, LLC. held 14,237 XYZ 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 14,237 shares
    Change vs previous 13F -1,056 shares

    0.1% of the 13F portfolio, value $1,082,012.

    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 15,293 shares
    Change vs previous 13F -4,188 shares

    0.1% of the 13F portfolio, value $920,333.

    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 19,481 shares
    Change vs previous 13F -339 shares

    0.13% of the 13F portfolio, value $1,268,019.

    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 19,820 shares
    Change vs previous 13F -1,346 shares

    0.15% of the 13F portfolio, value $1,432,392.

    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 21,166 shares
    Change vs previous 13F -1,071 shares

    0.16% of the 13F portfolio, value $1,437,807.

    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 22,237 shares
    Change vs previous 13F -39 shares

    0.16% of the 13F portfolio, value $1,208,137.

    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 22,276 shares
    Change vs previous 13F -565 shares

    0.24% of the 13F portfolio, value $1,893,238.

    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 22,841 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,533,317.

    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).