Institute for Wealth Management, LLC.

Position in F — Ford Motor Co

CIK 1533954 DENVER, CO

Position in F

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$604,941

+$101,971 QoQ

Shares Held

43,521

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#694

of 1,730 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $16,135,531 across 7 Auto Manufacturers names. F ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	30,578	$12,861,106
2	GM	General Motors Co	32,814	$2,529,303
3	F	Ford Motor Co This page	43,521	$604,941
4	TM	Toyota Motor Corp/	573	$96,504
5	RIVN	Rivian Automotive, Inc. / DE	1,280	$22,208
6	RACE	Ferrari N.V.	40	$14,891
7	NIO	NIO Inc.	1,300	$6,578

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,941	43,521	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$502,970	43,585	-1.1%	Shares	Sole	2026-05-14
2025-12-31	$578,368	44,083	-7.0%	Shares	Sole	2026-01-27
2025-09-30	$566,724	47,385	-0.2%	Shares	Sole	2025-10-17
2025-06-30	$515,092	47,474	-2.9%	Shares	Sole	2025-07-18
2025-03-31	$490,567	48,910	-14.1%	Shares	Sole	2025-04-21
2024-12-31	$563,894	56,959	-6.6%	Shares	Sole	2025-01-23
2024-09-30	$643,727	60,959	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$766,758	61,145	+0.0%	Shares	Sole	2024-07-25
2024-03-31	$811,846	61,133	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$743,943	61,029	-1.9%	Shares	Sole	2024-01-31
2023-09-30	$772,399	62,190	-6.7%	Shares	Sole	2023-10-13
2023-06-30	$1,008,127	66,631	+0.9%	Shares	Sole	2023-07-25
2023-03-31	$831,940	66,027	+4.0%	Shares	Sole	2023-04-20
2022-12-31	$738,016	63,458	-3.2%	Shares	Sole	2023-02-02
2022-09-30	$733,868	65,524	+0.6%	Shares	Sole	2022-10-18
2022-06-30	$724,718	65,114	-1.2%	Shares	Sole	2022-07-25
2022-03-31	$1,114,352	65,899	-1.1%	Shares	Sole	2022-04-29
2021-12-31	$1,383,489	66,610	-0.0%	Shares	Sole	2022-01-21
2021-09-30	$943,565	66,636	-2.2%	Shares	Sole	2021-11-15
2021-06-30	$1,012,917	68,164	+6.3%	Shares	Sole	2021-07-21
2021-03-31	$785,531	64,125	+9.5%	Shares	Sole	2021-05-04
2020-12-31	$514,672	58,552	+45.3%	Shares	Sole	2021-02-01
2020-09-30	$268,444	40,307	-30.1%	Shares	Sole	2020-11-03
2020-06-30	$350,439	57,638	-11.9%	Shares	Sole	2020-07-30
2020-03-31	$316,128	65,451	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.