Institute for Wealth Management, LLC.

Position in NL — Nli Holdings, Inc.

CIK 1533954 DENVER, CO

Position in NL

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

Position Value

$13,090

New position

Shares Held

2,200

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#52

of 79 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $248,903 across 6 Security & Protection Services names. NL ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLE	Allegion plc	1,458	$204,834
2	GEO	Geo Group Inc	685	$20,241
3	NL	Nli Holdings, Inc. This page	2,200	$13,090
4	NSSC	Napco Security Technologies, Inc	224	$8,507
5	CXW	CoreCivic, Inc.	43	$1,306
6	MG	Mistras Group, Inc.	53	$925

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,090	2,200	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.