Position in AN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,893,757
-$81,883 QoQ
Shares Held
10,193
+0.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#163
of 508 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,006,903 across 5 Auto & Truck Dealerships names. AN ranks #1 (94.4% of the industry book) .
All Filings in AN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,893,757 | 10,193 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,975,640 | 10,118 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,089,164 | 10,118 | Shares | Sole | 2026-01-27 | |
| 2022-06-30 | $500,461 | 4,478 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $445,919 | 4,478 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||