Position in KFY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$27,297
-$213,372 QoQ
Shares Held
410
-87.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 362 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KFY Over Time
Shares Held
Position Value (USD)
Position in Staffing & Employment Services
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $43,974 across 3 Staffing & Employment Services names. KFY ranks #1 (62.1% of the industry book) .
All Filings in KFY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,297 | 410 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $240,669 | 3,282 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $222,550 | 3,281 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||