Institute for Wealth Management, LLC.

Position in ALLE — Allegion plc

CIK 1533954 DENVER, CO

Position in ALLE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$204,834

-$50,440 QoQ

Shares Held

1,458

-17.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#541

of 729 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $248,903 across 6 Security & Protection Services names. ALLE ranks #1 (82.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLE	Allegion plc This page	1,458	$204,834
2	GEO	Geo Group Inc	685	$20,241
3	NL	Nli Holdings, Inc.	2,200	$13,090
4	NSSC	Napco Security Technologies, Inc	224	$8,507
5	CXW	CoreCivic, Inc.	43	$1,306
6	MG	Mistras Group, Inc.	53	$925

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,834	1,458	-17.0%	Shares	Sole	2026-07-28
2026-03-31	$255,274	1,757	-3.2%	Shares	Sole	2026-05-14
2025-12-31	$289,143	1,816	-10.3%	Shares	Sole	2026-01-27
2025-09-30	$358,956	2,024	-4.1%	Shares	Sole	2025-10-17
2025-06-30	$304,093	2,110	+16.9%	Shares	Sole	2025-07-18
2025-03-31	$235,480	1,805	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.