Position in CPNG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$638,330
-$74,371 QoQ
Shares Held
36,749
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#332
of 588 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPNG Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $26,660,120 across 12 Internet Retail names. CPNG ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
87,168 | $20,775,621 | |
| 2 | EBAY |
Ebay Inc
|
17,182 | $1,920,088 | |
| 3 | MELI |
Mercadolibre Inc
|
422 | $716,298 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,202 | $691,247 | |
| 5 | CPNG |
Coupang, Inc.
This page
|
36,749 | $638,330 | |
| 6 | SE |
Sea Ltd
|
6,186 | $592,804 | |
| 7 | DASH |
DoorDash, Inc.
|
2,349 | $433,460 | |
| 8 | PDD |
PDD Holdings Inc.
|
4,092 | $312,137 |
All Filings in CPNG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,330 | 36,749 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $712,701 | 37,749 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $560,238 | 23,749 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $262,719 | 8,159 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $244,443 | 8,159 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $200,303 | 8,159 | Shares | Sole | 2024-11-12 | |
| 2022-09-30 | $299,526 | 17,968 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $237,150 | 18,600 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $240,607 | 13,609 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||