Institute for Wealth Management, LLC.

Position in NUE — Nucor Corp

CIK 1533954 DENVER, CO

Position in NUE

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

Position Value

$623,031

+$145,831 QoQ

Shares Held

2,797

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#813

of 1,539 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $695,295 across 2 Steel names. NUE ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NUE	Nucor Corp This page	2,797	$623,031
2	MT	ArcelorMittal	1,200	$72,264

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,031	2,797	-0.9%	Shares	Sole	2026-07-28
2026-03-31	$477,200	2,822	0.0%	Shares	Sole	2026-05-14
2025-12-31	$460,296	2,822	-0.7%	Shares	Sole	2026-01-27
2025-09-30	$384,892	2,842	-19.8%	Shares	Sole	2025-10-17
2025-06-30	$458,830	3,542	-0.4%	Shares	Sole	2025-07-18
2025-03-31	$427,929	3,556	0.0%	Shares	Sole	2025-04-21
2024-12-31	$415,020	3,556	-6.6%	Shares	Sole	2025-01-23
2024-09-30	$572,494	3,808	-1.9%	Shares	Sole	2024-11-12
2024-06-30	$613,666	3,882	-4.7%	Shares	Sole	2024-07-25
2024-03-31	$806,046	4,073	+0.0%	Shares	Sole	2024-04-30
2023-12-31	$708,516	4,071	-16.0%	Shares	Sole	2024-01-31
2023-09-30	$757,984	4,848	-5.7%	Shares	Sole	2023-10-13
2023-06-30	$843,021	5,141	-1.9%	Shares	Sole	2023-07-25
2023-03-31	$809,113	5,238	-5.7%	Shares	Sole	2023-04-20
2022-12-31	$732,468	5,557	-0.5%	Shares	Sole	2023-02-02
2022-09-30	$597,753	5,587	0.0%	Shares	Sole	2022-10-18
2022-06-30	$583,338	5,587	-4.4%	Shares	Sole	2022-07-25
2022-03-31	$868,710	5,844	+0.3%	Shares	Sole	2022-04-29
2021-12-31	$665,266	5,828	+0.5%	Shares	Sole	2022-01-21
2021-09-30	$571,340	5,801	+39.3%	Shares	Sole	2021-11-15
2021-06-30	$399,356	4,163	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.