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Institute for Wealth Management, LLC.

Position in MAT — Mattel Inc /De/

CIK 1533954 DENVER, CO

Position in MAT

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$288,134
-$13,494 QoQ
Shares Held
20,759
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#210
of 403 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MAT Over Time

Shares Held

Position Value (USD)

Position in Leisure

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $293,149 across 3 Leisure names. MAT ranks #1 (98.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MAT
Mattel Inc /De/
This page
20,759 $288,134

All Filings in MAT

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $288,134 20,759
2026-03-31 $301,628 20,759
2025-12-31 $411,858 20,759