Institute for Wealth Management, LLC.
Position in BHF — Brighthouse Financial, Inc.
CIK 1533954
DENVER, CO
Position in BHF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$378,407
+$20,445 QoQ
Shares Held
5,978
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#209
of 468 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,655,976 across 10 Insurance - Life names. BHF ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
10,304 | $871,821 | |
| 2 | PRU |
Prudential Financial Inc
|
8,017 | $865,274 | |
| 3 | BHF |
Brighthouse Financial, Inc.
This page
|
5,978 | $378,407 | |
| 4 | PRI |
Primerica, Inc.
|
912 | $259,190 | |
| 5 | LNC |
Lincoln National Corp
|
2,513 | $88,834 | |
| 6 | UNM |
Unum Group
|
914 | $81,711 | |
| 7 | GL |
Globe Life Inc.
|
300 | $53,604 | |
| 8 | MFC |
Manulife Financial Corp
|
1,070 | $43,345 |
All Filings in BHF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,407 | 5,978 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $357,962 | 5,978 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $387,314 | 5,978 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $317,312 | 5,978 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $321,437 | 5,978 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $346,664 | 5,978 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $287,183 | 5,978 | Shares | Sole | 2025-01-23 | |
| 2022-06-30 | $238,982 | 5,826 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $300,971 | 5,826 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||