Institute for Wealth Management, LLC.

Position in NWN — Northwest Natural Holding Co

CIK 1533954 DENVER, CO

Position in NWN

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

Position Value

$34,342

New position

Shares Held

700

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#244

of 315 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $410,594 across 6 Utilities - Regulated Gas names. NWN ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	4,156	$232,902
2	NI	Nisource Inc.	1,354	$64,382
3	OGS	ONE Gas, Inc.	732	$56,415
4	NWN	Northwest Natural Holding Co This page	700	$34,342
5	ATO	Atmos Energy Corp	86	$14,815
6	BIPC	Brookfield Infrastructure Corp	201	$7,738

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,342	700	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.