Institute for Wealth Management, LLC.

Position in OSW — ONESPAWORLD HOLDINGS Ltd

CIK 1533954 DENVER, CO

Position in OSW

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

Position Value

$4,264

New position

Shares Held

151

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#226

of 256 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $293,149 across 3 Leisure names. OSW ranks #2 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAT	Mattel Inc /De/	20,759	$288,134
2	OSW	ONESPAWORLD HOLDINGS Ltd This page	151	$4,264
3	CALY	Callaway Golf Co	40	$751

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,264	151	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.