Position in ADEA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$414,555
+$21,521 QoQ
Shares Held
12,589
-23.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#182
of 300 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADEA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. ADEA ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in ADEA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,555 | 12,589 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $393,034 | 16,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $332,062 | 19,250 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $365,299 | 21,744 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||