Institute for Wealth Management, LLC.
Position in CET — Central Securities Corp
CIK 1533954
DENVER, CO
Position in CET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$859,865
+$45,739 QoQ
Shares Held
16,394
0.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#6
of 32 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CET Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. CET ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 2 | BX |
Blackstone Inc.
|
17,555 | $2,065,696 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,154 | $931,934 | |
| 4 | CET |
Central Securities Corp
This page
|
16,394 | $859,865 | |
| 5 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
18,050 | $530,670 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,340 | $513,465 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,742 | $479,830 |
All Filings in CET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,865 | 16,394 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $814,126 | 16,394 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $834,686 | 16,460 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $853,152 | 16,608 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $812,758 | 16,982 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $799,883 | 17,791 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $847,732 | 18,554 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $906,394 | 19,773 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $870,407 | 19,773 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $825,918 | 19,773 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $747,166 | 19,782 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $983,489 | 27,743 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,012,896 | 27,743 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $964,901 | 27,743 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $926,338 | 27,743 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $936,048 | 27,743 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $976,831 | 27,743 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,153,497 | 27,869 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,242,400 | 27,869 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,207,969 | 28,591 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,211,738 | 28,721 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,090,708 | 28,771 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $939,085 | 28,771 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $849,088 | 29,289 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $844,987 | 29,289 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $754,486 | 29,221 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||