Institute for Wealth Management, LLC.
Position in LYV — Live Nation Entertainment, Inc.
CIK 1533954
DENVER, CO
Position in LYV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$403,391
+$52,771 QoQ
Shares Held
2,203
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#525
of 849 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LYV Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,600,737 across 15 Entertainment names. LYV ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
44,993 | $4,330,576 | |
| 2 | NFLX |
Netflix Inc
|
51,612 | $3,685,096 | |
| 3 | MSGS |
Madison Square Garden Sports Corp.
|
3,656 | $1,469,127 | |
| 4 | SPHR |
Sphere Entertainment Co.
|
4,003 | $692,639 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
This page
|
2,203 | $403,391 | |
| 6 | MSGE |
Madison Square Garden Entertainment Corp.
|
4,931 | $398,868 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
10,266 | $273,691 | |
| 8 | PSKY |
Paramount Skydance Corp
|
21,489 | $211,881 |
All Filings in LYV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,391 | 2,203 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $350,620 | 2,299 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $327,607 | 2,299 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $377,617 | 2,311 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $376,687 | 2,490 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $342,511 | 2,623 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $339,678 | 2,623 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $287,192 | 2,623 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $253,941 | 2,709 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $286,530 | 2,709 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $253,562 | 2,709 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $234,338 | 2,822 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $257,112 | 2,822 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $206,080 | 2,944 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $225,190 | 3,229 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||