Institute for Wealth Management, LLC.

Position in OLED — Universal Display Corp \Pa\

CIK 1533954 DENVER, CO

Position in OLED

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

Position Value

$82,000

-$186,881 QoQ

Shares Held

947

-26.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#318

of 438 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,209,797 across 12 Electronic Components names. OLED ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	9,859	$2,518,284
2	APH	Amphenol Corp /De/	14,108	$1,243,761
3	FLEX	Flex Ltd.	5,541	$898,029
4	TEL	TE Connectivity plc	1,371	$276,407
5	OLED	Universal Display Corp \Pa\ This page	947	$82,000
6	CLS	Celestica Inc	210	$76,608
7	RAL	Ralliant Corp	559	$41,159
8	KN	Knowles Corp	811	$33,640

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,000	947	-26.1%	Shares	Sole	2026-07-28
2024-09-30	$268,881	1,281	0.0%	Shares	Sole	2024-11-12
2024-06-30	$269,330	1,281	0.0%	Shares	Sole	2024-07-25
2024-03-31	$215,784	1,281	0.0%	Shares	Sole	2024-04-30
2023-12-31	$245,004	1,281	0.0%	Shares	Sole	2024-01-31
2023-09-30	$201,104	1,281	-7.8%	Shares	Sole	2023-10-13
2023-03-31	$215,630	1,390	0.0%	Shares	Sole	2023-04-20
2022-03-31	$232,060	1,390	0.0%	Shares	Sole	2022-04-29
2021-12-31	$229,391	1,390	0.0%	Shares	Sole	2022-01-21
2021-09-30	$237,634	1,390	0.0%	Shares	Sole	2021-11-15
2021-06-30	$309,038	1,390	-4.1%	Shares	Sole	2021-07-21
2021-03-31	$343,316	1,450	0.0%	Shares	Sole	2021-05-04
2020-12-31	$333,210	1,450	-17.1%	Shares	Sole	2021-02-01
2020-09-30	$316,295	1,750	+1.8%	Shares	Sole	2020-11-03
2020-06-30	$257,196	1,719	0.0%	Shares	Sole	2020-07-30
2020-03-31	$226,529	1,719	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.