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Institute for Wealth Management, LLC.

Position in EME — EMCOR Group, Inc.

CIK 1533954 DENVER, CO

Position in EME

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$25,726
-$536,443 QoQ
Shares Held
31
-97.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,118
of 1,231 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EME Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,686,024 across 12 Engineering & Construction names. EME ranks #7 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4
423 $149,966
7 EME
EMCOR Group, Inc.
This page
31 $25,726

All Filings in EME

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,726 31
2025-06-30 $562,169 1,051
2025-03-31 $379,979 1,028