Filer · Institutional
Institute for Wealth Management,LLC.
CIK 0001533954TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 13
Q2 202613F-HR
0001754960-26-000654 · filed 2026-07-28
1,763
positions
Q1 202613F-HR
0001754960-26-000382 · filed 2026-05-14
542
positions
Q4 202513F-HR
0002085853-26-000093 · filed 2026-01-27
538
positions
Q3 202513F-HR
0002085853-25-000109 · filed 2025-10-17
557
positions
Q2 202513F-HR
0001667731-25-000874 · filed 2025-07-18
559
positions
Q1 202513F-HR
0001667731-25-000461 · filed 2025-04-21
524
positions
Q4 202413F-HR
0001667731-25-000105 · filed 2025-01-23
505
positions
Q3 202413F-HR
0001533954-24-000005 · filed 2024-11-12
550
positions
Q2 202413F-HR
0001533954-24-000004 · filed 2024-07-25
505
positions
Q1 202413F-HR
0001533954-24-000003 · filed 2024-04-30
501
positions
Q4 202313F-HR
0001533954-24-000002 · filed 2024-01-31
481
positions
Q3 202313F-HR
0001533954-23-000004 · filed 2023-10-13
449
positions
Q2 202313F-HR
0001533954-23-000003 · filed 2023-07-25
454
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.