Position in BTU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$439
New position
Shares Held
19
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#311
of 325 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Thermal Coal
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $61,899 across 3 Thermal Coal names. BTU ranks #3 (0.7% of the industry book) .
All Filings in BTU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439 | 19 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||