Position in COR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,201,018
-$304,876 QoQ
Shares Held
7,778
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#487
of 1,333 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COR Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,212,298 across 4 Medical Distribution names. COR ranks #1 (68.5% of the industry book) .
All Filings in COR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,201,018 | 7,778 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,505,894 | 7,977 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,783,735 | 8,242 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $257,524 | 824 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $247,076 | 824 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $229,146 | 824 | Shares | Sole | 2025-04-21 | |
| 2024-03-31 | $200,223 | 824 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||