Institute for Wealth Management, LLC.
SEC Filing List
CIK: 0001533954
| Form | Description | Owner/Filer | Filing Agent | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | File13F.com, a division of WealthFluent, LLC /fa | 05/14/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | COMPLY Technologies, Inc. /fa | 01/27/2026 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | COMPLY Technologies, Inc. /fa | 10/17/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | GoFiler Online /fa | 07/18/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | GoFiler Online /fa | 04/21/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | GoFiler Online /fa | 01/23/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | Institute for Wealth Management, LLC. /fa | 11/12/2024 | ||
| N-PX | Annual Report of Proxy Voting Record of ... | GoFiler Online /fa | 08/26/2024 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 07/25/2024 | |||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 04/30/2024 | |||
| No record found. | |||||
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