Institute for Wealth Management, LLC.

Position in MTN — Vail Resorts Inc

CIK 1533954 DENVER, CO

Position in MTN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$949,918

+$41,156 QoQ

Shares Held

6,977

-1.5% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#200

of 434 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,042,372 across 8 Resorts & Casinos names. MTN ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTN	Vail Resorts Inc This page	6,977	$949,918
2	RRR	Red Rock Resorts, Inc.	12,690	$825,611
3	WYNN	Wynn Resorts Ltd	7,226	$701,572
4	MGM	MGM Resorts International	8,252	$394,528
5	LVS	Las Vegas Sands Corp	2,921	$134,920
6	PENN	PENN Entertainment, Inc.	1,256	$26,828
7	VAC	MARRIOTT VACATIONS WORLDWIDE Corp	88	$8,965
8	CZR	Caesars Entertainment, Inc.	1	$30

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,918	6,977	-1.5%	Shares	Sole	2026-07-28
2026-03-31	$908,762	7,082	-1.2%	Shares	Sole	2026-05-14
2025-12-31	$951,910	7,168	+0.6%	Shares	Sole	2026-01-27
2025-09-30	$1,065,686	7,125	-23.3%	Shares	Sole	2025-10-17
2025-06-30	$1,459,894	9,291	-9.8%	Shares	Sole	2025-07-18
2025-03-31	$1,648,846	10,304	-5.4%	Shares	Sole	2025-04-21
2024-12-31	$2,042,080	10,894	+5.6%	Shares	Sole	2025-01-23
2024-09-30	$1,797,975	10,316	+6.8%	Shares	Sole	2024-11-12
2024-06-30	$1,740,596	9,663	+2.3%	Shares	Sole	2024-07-25
2024-03-31	$2,105,075	9,447	+4.4%	Shares	Sole	2024-04-30
2023-12-31	$1,932,116	9,051	-3.2%	Shares	Sole	2024-01-31
2023-09-30	$2,073,783	9,346	-1.3%	Shares	Sole	2023-10-13
2023-06-30	$2,382,908	9,465	-1.4%	Shares	Sole	2023-07-25
2023-03-31	$2,242,626	9,597	-2.0%	Shares	Sole	2023-04-20
2022-12-31	$2,333,446	9,790	+6.9%	Shares	Sole	2023-02-02
2022-09-30	$1,975,262	9,160	+2.8%	Shares	Sole	2022-10-18
2022-06-30	$1,943,479	8,913	+2.0%	Shares	Sole	2022-07-25
2022-03-31	$2,274,759	8,740	+1.0%	Shares	Sole	2022-04-29
2021-12-31	$2,836,662	8,651	+1.7%	Shares	Sole	2022-01-21
2021-09-30	$2,842,765	8,510	+8.1%	Shares	Sole	2021-11-15
2021-06-30	$2,490,695	7,869	-0.5%	Shares	Sole	2021-07-21
2021-03-31	$2,307,322	7,911	+1.7%	Shares	Sole	2021-05-04
2020-12-31	$2,169,750	7,778	+28.4%	Shares	Sole	2021-02-01
2020-09-30	$1,296,016	6,057	+2.8%	Shares	Sole	2020-11-03
2020-06-30	$1,073,592	5,894	+1.4%	Shares	Sole	2020-07-30
2020-03-31	$858,785	5,814	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.