Institute for Wealth Management, LLC.
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,129,203
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 551 | 1,129,203 | 13F-HR | Institute for Wealth Management, LLC. |
| Q2 2026 | 7/28/2026 | 1,769 | 1,132,770 | 13F-HR | Institute for Wealth Management, LLC. |
| Q1 2026 | 5/13/2026 | 542 | 938,450 | 13F-HR | Institute for Wealth Management, LLC. |
| Q4 2025 | 1/27/2026 | 544 | 943,840 | 13F-HR | Institute for Wealth Management, LLC. |
| Q3 2025 | 10/17/2025 | 558 | 960,098 | 13F-HR | Institute for Wealth Management, LLC. |
| Q2 2025 | 7/18/2025 | 561 | 896,847 | 13F-HR | Institute for Wealth Management, LLC. |
| Q2 2014 | 7/16/2014 | 62 | 115,600 | 13F-HR | Institute for Wealth Management, LLC. |
| Q1 2014 | 4/11/2014 | 70 | 116,762 | 13F-HR | Institute for Wealth Management, LLC. |
| Q4 2013 | 1/16/2014 | 78 | 138,790 | 13F-HR | Institute for Wealth Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
618
(0.1% of total reported value)
· QoQ Δ:
+306
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 807.7 K | 71.6% | 1.002 K | 0 | 1.002 K |
| ETFs | 320.5 K | 28.4% | 0 | 4.717 K | -4.717 K |
| Debt | 0 | 0.0% | 0 | 121 | -121 |
| Other | 0 | 0.0% | 0 | 24 | -24 |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
1,129,203
Holdings
551
QoQ value change ($000)
-3,567
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.