Institute for Wealth Management, LLC.
CIK
0001533954
City
Denver
State / Country
CO
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $277,448 | 11,872 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $273,056 | 11,872 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $256,456 | 12,012 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $260,186 | 14,087 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $283,148 | 14,087 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $281,311 | 14,287 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $285,597 | 14,287 | Shares | Sole | 2024-07-25 |
| 2024-03-31 | $278,453 | 14,287 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $271,453 | 14,287 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $304,964 | 16,352 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $302,675 | 16,352 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $295,163 | 16,462 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $295,525 | 17,262 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $290,622 | 17,667 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $310,585 | 17,667 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $368,886 | 17,667 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $390,794 | 17,667 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $365,963 | 18,117 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $373,029 | 18,117 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $350,322 | 18,142 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $316,975 | 18,217 | Shares | Sole | 2021-02-01 |
| 2020-09-30 | $281,634 | 18,217 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $263,599 | 18,217 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $236,638 | 18,217 | Shares | Sole | 2020-04-29 |