Institute for Wealth Management, LLC.

Position in H — Hyatt Hotels Corp

CIK 1533954 DENVER, CO

Position in H

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

Position Value

$1,932,390

+$108,414 QoQ

Shares Held

9,969

-21.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#178

of 524 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 $4,558,535 across 6 Lodging names. H ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	H	Hyatt Hotels Corp This page	9,969	$1,932,390
2	MAR	Marriott International Inc /Md/	4,418	$1,637,266
3	HLT	Hilton Worldwide Holdings Inc.	1,749	$577,974
4	CHH	Choice Hotels International Inc /De	3,511	$387,157
5	WH	Wyndham Hotels & Resorts, Inc.	282	$23,747
6	IHG	Intercontinental Hotels Group PLC /New/	0	$1

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,932,390	9,969	-21.4%	Shares	Sole	2026-07-28
2026-03-31	$1,823,976	12,685	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$2,038,789	12,717	-0.6%	Shares	Sole	2026-01-27
2025-09-30	$1,816,704	12,800	-1.9%	Shares	Sole	2025-10-17
2025-06-30	$1,822,153	13,048	-2.1%	Shares	Sole	2025-07-18
2025-03-31	$1,632,067	13,323	+21.7%	Shares	Sole	2025-04-21
2024-12-31	$1,719,087	10,951	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$1,674,808	11,004	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$1,699,073	11,184	-0.9%	Shares	Sole	2024-07-25
2024-03-31	$1,800,992	11,283	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$1,468,938	11,264	-0.5%	Shares	Sole	2024-01-31
2023-09-30	$1,200,295	11,315	-1.0%	Shares	Sole	2023-10-13
2023-06-30	$1,309,993	11,433	-0.1%	Shares	Sole	2023-07-25
2023-03-31	$1,279,548	11,446	-1.0%	Shares	Sole	2023-04-20
2022-12-31	$1,045,330	11,557	-2.1%	Shares	Sole	2023-02-02
2022-09-30	$955,408	11,801	+2.1%	Shares	Sole	2022-10-18
2022-06-30	$854,473	11,561	-0.1%	Shares	Sole	2022-07-25
2022-03-31	$1,104,642	11,573	-0.5%	Shares	Sole	2022-04-29
2021-12-31	$1,115,988	11,637	0.0%	Shares	Sole	2022-01-21
2021-09-30	$897,212	11,637	+1.2%	Shares	Sole	2021-11-15
2021-06-30	$892,782	11,499	+2.8%	Shares	Sole	2021-07-21
2021-03-31	$924,999	11,185	+2.4%	Shares	Sole	2021-05-04
2020-12-31	$811,181	10,925	-8.1%	Shares	Sole	2021-02-01
2020-09-30	$634,195	11,883	+3.9%	Shares	Sole	2020-11-03
2020-06-30	$575,217	11,438	+6.6%	Shares	Sole	2020-07-30
2020-03-31	$513,967	10,730	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.