Institute for Wealth Management, LLC.

Position in FIS — Fidelity National Information Services, Inc.

CIK 1533954 DENVER, CO

Position in FIS

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

Position Value

$16,951

-$218,255 QoQ

Shares Held

436

-91.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#693

of 850 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,856,736 across 13 Information Technology Services names. FIS ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	3,500	$984,235
2	IT	Gartner Inc	2,161	$280,108
3	ACN	Accenture plc	1,374	$170,980
4	CTSH	Cognizant Technology Solutions Corp	4,041	$156,507
5	EXLS	ExlService Holdings, Inc.	5,541	$143,290
6	JKHY	Jack Henry & Associates Inc	588	$80,991
7	FIS	Fidelity National Information Services, Inc. This page	436	$16,951
8	CDW	CDW Corp	75	$10,548

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,951	436	-91.3%	Shares	Sole	2026-07-28
2026-03-31	$235,206	5,014	-1.3%	Shares	Sole	2026-05-14
2025-12-31	$337,616	5,080	-26.5%	Shares	Sole	2026-01-27
2025-09-30	$456,041	6,916	+13.4%	Shares	Sole	2025-10-17
2025-06-30	$496,356	6,097	0.0%	Shares	Sole	2025-07-18
2025-03-31	$455,323	6,097	+86.9%	Shares	Sole	2025-04-21
2024-12-31	$263,471	3,262	-2.1%	Shares	Sole	2025-01-23
2024-09-30	$279,055	3,332	-9.0%	Shares	Sole	2024-11-12
2024-06-30	$276,043	3,663	0.0%	Shares	Sole	2024-07-25
2024-03-31	$271,721	3,663	+156.9%	Shares	Sole	2024-04-30
2020-12-31	$201,721	1,426	-2.4%	Shares	Sole	2021-02-01
2020-09-30	$215,073	1,461	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.