Institute for Wealth Management, LLC.
Position in PYPL — PayPal Holdings, Inc.
CIK 1533954
DENVER, CO
Position in PYPL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,420,190
-$150,466 QoQ
Shares Held
32,890
-5.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#509
of 1,375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,707,464 across 13 Credit Services names. PYPL ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
9,434 | $4,845,302 | |
| 2 | V |
Visa Inc.
|
12,803 | $4,392,581 | |
| 3 | AXP |
American Express Co
|
9,425 | $3,188,006 | |
| 4 | PYPL |
PayPal Holdings, Inc.
This page
|
32,890 | $1,420,190 | |
| 5 | COF |
Capital One Financial Corp
|
2,871 | $575,980 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
3,916 | $70,213 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
859 | $70,051 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,233 | $56,656 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,420,190 | 32,890 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,570,656 | 34,726 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,131,220 | 36,506 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,477,598 | 36,946 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,857,529 | 38,449 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,513,364 | 38,519 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,309,531 | 38,776 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,132,592 | 40,146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,375,225 | 40,931 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,701,773 | 40,331 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,353,845 | 38,330 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,140,103 | 36,608 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,457,932 | 36,834 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,812,210 | 37,032 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,724,236 | 38,251 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,448,222 | 40,063 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,800,863 | 40,104 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,630,394 | 40,038 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,126,061 | 37,788 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,756,053 | 37,493 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,011,822 | 37,779 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $9,179,594 | 37,801 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $9,030,283 | 38,558 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,584,275 | 38,493 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,689,386 | 38,394 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,706,191 | 38,711 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||