Institute for Wealth Management, LLC.
Position in CNR — Core Natural Resources, Inc.
CIK 1533954
DENVER, CO
Position in CNR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$59,374
-$260,020 QoQ
Shares Held
742
-80.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 356 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNR Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $61,899 across 3 Thermal Coal names. CNR ranks #1 (95.9% of the industry book) .
All Filings in CNR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,374 | 742 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $319,394 | 3,826 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $241,788 | 3,467 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $267,305 | 3,467 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 CEIX | — | 3,104 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 CEIX | — | 2,152 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||