Institute for Wealth Management, LLC.

Position in HP — Helmerich & Payne, Inc.

CIK 1533954 DENVER, CO

Position in HP

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

Position Value

$916

New position

Shares Held

28

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#82

of 96 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $333,127 across 5 Oil & Gas Drilling names. HP ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BORR	Borr Drilling Ltd	80,000	$330,400
2	RIG	Transocean Ltd.	355	$1,735
3	HP	Helmerich & Payne, Inc. This page	28	$916
4	PDS	PRECISION DRILLING Corp	1	$76
5	NBR	Nabors Industries Ltd	0	$0

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$916	28	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.