Position in BBY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$67,836
New position
Shares Held
894
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#676
of 864 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $766,226 across 11 Specialty Retail names. BBY ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
1,004 | $452,783 | |
| 2 | WSM |
Williams Sonoma Inc
|
470 | $109,557 | |
| 3 | BBY |
Best Buy Co Inc
This page
|
894 | $67,836 | |
| 4 | RH |
Rh
|
245 | $40,358 | |
| 5 | BBWI |
Bath & Body Works, Inc.
|
1,377 | $31,850 | |
| 6 | DKS |
Dick's Sporting Goods, Inc.
|
128 | $29,031 | |
| 7 | CASY |
Caseys General Stores Inc
|
30 | $23,843 | |
| 8 | TSCO |
Tractor Supply Co /De/
|
180 | $5,689 |
All Filings in BBY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,836 | 894 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||