Institute for Wealth Management, LLC.
Position in MRVL — Marvell Technology, Inc.
CIK 1533954
DENVER, CO
Position in MRVL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,050,443
+$4,049,534 QoQ
Shares Held
20,311
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#620
of 2,166 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRVL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $200,499,834 across 25 Semiconductors names. MRVL ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
739,474 | $147,961,352 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
27,331 | $15,876,851 | |
| 3 | AVGO |
Broadcom Inc.
|
22,745 | $8,591,923 | |
| 4 | TXN |
Texas Instruments Inc
|
28,671 | $8,545,964 | |
| 5 | MU |
Micron Technology Inc
|
6,939 | $8,009,618 | |
| 6 | MRVL |
Marvell Technology, Inc.
This page
|
20,311 | $6,050,443 | |
| 7 | QCOM |
Qualcomm Inc/De
|
11,886 | $2,196,413 | |
| 8 | INTC |
Intel Corp
|
10,336 | $1,443,215 |
All Filings in MRVL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,050,443 | 20,311 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,000,909 | 20,201 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,856,897 | 21,851 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,819,190 | 21,639 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,741,654 | 22,502 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,167,367 | 18,960 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,799,561 | 16,293 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,059,010 | 14,684 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,030,395 | 14,741 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,039,313 | 14,663 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $924,793 | 15,334 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $835,280 | 15,431 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $969,751 | 16,222 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $673,401 | 15,552 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $592,454 | 15,995 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $691,194 | 16,108 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $713,543 | 16,392 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,099,027 | 15,326 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,341,571 | 15,334 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $937,820 | 15,550 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $907,906 | 15,565 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||