Position in NXT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,429
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 715 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Solar
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $157,266 across 3 Solar names. NXT ranks #2 (0.9% of the industry book) .
All Filings in NXT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429 | 12 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||