Institute for Wealth Management, LLC.
Position in MORT — VanEck Mortgage REIT Income ETF
CIK 1533954
DENVER, CO
All Filings in MORT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MORT | $271,428 | 26,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 MORT | $278,042 | 26,455 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 MORT | $277,984 | 25,811 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 MORT | $272,564 | 25,811 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 MORT | $165,036 | 14,775 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 MORT | $156,910 | 14,775 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 MORT | $178,334 | 14,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 MORT | $165,332 | 14,775 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 MORT | $172,719 | 14,775 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 MORT | $174,640 | 14,775 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||