Institute for Wealth Management, LLC.
Position in AESI — Atlas Energy Solutions Inc.
CIK 1533954
DENVER, CO
Position in AESI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,727
New position
Shares Held
405
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $799,040 across 13 Oil & Gas Equipment & Services names. AESI ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
7,479 | $304,470 | |
| 2 | SLB |
Slb Limited/Nv
|
6,387 | $296,931 | |
| 3 | HAL |
Halliburton Co
|
1,718 | $58,326 | |
| 4 | WBI |
WaterBridge Infrastructure LLC
|
1,333 | $45,681 | |
| 5 | WFRD |
Weatherford International plc
|
311 | $25,346 | |
| 6 | NOV |
NOV Inc.
|
1,175 | $21,796 | |
| 7 | TDW |
Tidewater Inc
|
236 | $15,724 | |
| 8 | USAC |
USA Compression Partners, LP
|
519 | $13,696 |
All Filings in AESI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,727 | 405 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||