Position in GPN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,979
-$254,276 QoQ
Shares Held
234
-93.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#663
of 789 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GPN Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,780,444 across 10 Specialty Business Services names. GPN ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMPR |
CIMPRESS plc
|
9,474 | $963,505 | |
| 2 | CTAS |
Cintas Corp
|
4,379 | $744,780 | |
| 3 | RTO |
Rentokil Initial PLC /Fi
|
923 | $26,407 | |
| 4 | GPN |
Global Payments Inc
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|
234 | $16,979 | |
| 5 | CASS |
Cass Information Systems Inc
|
230 | $11,803 | |
| 6 | UNF |
Unifirst Corp
|
25 | $6,611 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
76 | $6,206 | |
| 8 | ARMK |
Aramark
|
72 | $4,096 |
All Filings in GPN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,979 | 234 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $271,255 | 3,389 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $334,298 | 3,414 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $387,615 | 3,459 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $349,354 | 3,411 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,876 | 3,401 | Shares | Sole | 2024-07-25 | |
| 2021-06-30 | $206,106 | 1,099 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $221,536 | 1,099 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $256,134 | 1,189 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $209,721 | 1,181 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||