Institute for Wealth Management, LLC.
Q4 2025 13F Holdings
Location
Denver, CO
Holdings as of
12/31/2025
Value ($000)
$943,840
Num holdings
544
Date filed
1/27/2026
Form type
13F-HR
Prev filing
10/17/2025
Next filing
SEC
View on sec.gov
Compare Q4 2025 to
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2019 Q4 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type