Position in MELI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$716,298
-$13,348 QoQ
Shares Held
422
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#874
of 1,439 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $26,660,120 across 12 Internet Retail names. MELI ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
87,168 | $20,775,621 | |
| 2 | EBAY |
Ebay Inc
|
17,182 | $1,920,088 | |
| 3 | MELI |
Mercadolibre Inc
This page
|
422 | $716,298 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,202 | $691,247 | |
| 5 | CPNG |
Coupang, Inc.
|
36,749 | $638,330 | |
| 6 | SE |
Sea Ltd
|
6,186 | $592,804 | |
| 7 | DASH |
DoorDash, Inc.
|
2,349 | $433,460 | |
| 8 | PDD |
PDD Holdings Inc.
|
4,092 | $312,137 |
All Filings in MELI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,298 | 422 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $729,646 | 422 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $618,377 | 307 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $726,788 | 311 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $812,838 | 311 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $606,720 | 311 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $511,832 | 301 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $617,639 | 301 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $552,182 | 336 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $331,119 | 219 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $345,738 | 220 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $280,201 | 221 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $261,796 | 221 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $309,744 | 235 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $208,175 | 246 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $458,590 | 554 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $340,725 | 535 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $562,624 | 473 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $326,312 | 242 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $322,444 | 192 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $267,939 | 172 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||