Institute for Wealth Management, LLC.

Position in PII — Polaris Inc.

CIK 1533954 DENVER, CO

Position in PII

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

Position Value

$7,391

New position

Shares Held

108

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#395

of 470 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 $14,419 across 4 Recreational Vehicles names. PII ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	108	$7,391
2	WGO	Winnebago Industries Inc	135	$4,217
3	HOG	Harley-Davidson, Inc.	75	$1,834
4	THO	Thor Industries Inc	13	$977

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,391	108	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.