Institute for Wealth Management, LLC.
Position in BATRA — Atlanta Braves Holdings, Inc.
CIK 1533954
DENVER, CO
Position in BATRA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$43,358
New position
Shares Held
770
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 333 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Entertainment
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,600,737 across 15 Entertainment names. BATRA ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
44,993 | $4,330,576 | |
| 2 | NFLX |
Netflix Inc
|
51,612 | $3,685,096 | |
| 3 | MSGS |
Madison Square Garden Sports Corp.
|
3,656 | $1,469,127 | |
| 4 | SPHR |
Sphere Entertainment Co.
|
4,003 | $692,639 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
2,203 | $403,391 | |
| 6 | MSGE |
Madison Square Garden Entertainment Corp.
|
4,931 | $398,868 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
10,266 | $273,691 | |
| 8 | PSKY |
Paramount Skydance Corp
|
21,489 | $211,881 |
All Filings in BATRA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,358 | 770 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||