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Institute for Wealth Management, Llc.GrowthConcentrated trader

CIK: 0001533954 | DENVER, CO

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR1770$1.1B2026-07-28SEC ↗
Q1 2026
13F-HR542$938.5M2026-05-14SEC ↗
Q4 2025
13F-HR544$943.8M2026-01-27SEC ↗
Q3 2025
13F-HR558$960.1M2025-10-17SEC ↗
Q2 2025
13F-HR561$896.8M2025-07-18SEC ↗
Q1 2025
13F-HR526$779.4M2025-04-21SEC ↗
Q4 2024
13F-HR507$798.3M2025-01-23SEC ↗
Q3 2024
13F-HR550$792.4M2024-11-12SEC ↗
Q2 2024
13F-HR505$746.1M2024-07-25SEC ↗
Q1 2024
13F-HR505$775.9M2024-04-30SEC ↗
Q4 2023
13F-HR485$616.4M2024-01-31SEC ↗
Q3 2023
13F-HR456$554.5M2023-10-13SEC ↗
Q2 2023
13F-HR463$592.9M2023-07-25SEC ↗
Q1 2023
13F-HR449$523.6M2023-04-20SEC ↗
Q4 2022
13F-HR453$475.7M2023-02-02SEC ↗
Q3 2022
13F-HR453$45.9M2022-10-18SEC ↗
Q2 2022
13F-HR532$45.2M2022-07-25SEC ↗
Q1 2022
13F-HR540$44.3M2022-04-29SEC ↗
Q4 2021
13F-HR491$38.9M2022-01-21SEC ↗
Q3 2021
13F-HR485$37.7M2021-11-15SEC ↗
Q2 2021
13F-HR489$38.4M2021-07-21SEC ↗
Q1 2021
13F-HR472$32.4M2021-05-04SEC ↗
Q4 2020
13F-HR446$31.3M2021-02-01SEC ↗
Q3 2020
13F-HR416$27.8M2020-11-03SEC ↗
Q2 2020
13F-HR426$26.6M2020-07-30SEC ↗
Q1 2020
13F-HR401$19.5M2020-04-29SEC ↗
Q4 2019Amended
13F-HR/A429$430.6K2020-01-27SEC ↗
Q3 2019
13F-HR419$18.2M2019-10-28SEC ↗
Q2 2019
13F-HR469$20.6M2019-08-02SEC ↗
Q1 2019
13F-HR450$18.3M2019-05-15SEC ↗
Q4 2018
13F-HR268$15.6M2019-02-08SEC ↗
Q3 2018
13F-HR204$12.6M2018-10-29SEC ↗
Q2 2018
13F-HR215$14.4M2018-08-10SEC ↗
Q1 2018
13F-HR255$2.2M2018-05-15SEC ↗
Q4 2017
13F-HR396$15.4M2018-02-12SEC ↗
Q3 2017
13F-HR250$10.2M2017-11-14SEC ↗
Q2 2017
13F-HR436$11.2M2017-08-14SEC ↗
Q4 2015
13F-HR36$67.0K2016-02-08SEC ↗
Q3 2015
13F-HR27$52.6K2015-11-12SEC ↗
Q2 2015
13F-HR30$77.5K2015-08-12SEC ↗
Q1 2015
13F-HR32$91.0K2015-11-12SEC ↗
Q4 2014
13F-HR26$95.1K2015-01-26SEC ↗
Q3 2014
13F-HR63$105.0K2014-10-10SEC ↗
Q2 2014
13F-HR62$115.6K2014-07-16SEC ↗
Q1 2014
13F-HR70$116.8K2014-04-11SEC ↗
Q4 2013
13F-HR78$138.8K2014-01-16SEC ↗
Q3 2013
13F-HR68$145.3K2013-11-04SEC ↗
Q2 2013
13F-HR126$221.4K2013-08-13SEC ↗