Institute for Wealth Management, LLC.

Position in RBC — RBC Bearings INC

CIK 1533954 DENVER, CO

Position in RBC

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

Position Value

$504,298

+$79,036 QoQ

Shares Held

783

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#424

of 684 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $902,999 across 5 Tools & Accessories names. RBC ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC This page	783	$504,298
2	TKR	Timken Co	1,131	$164,356
3	SWK	Stanley Black & Decker, Inc.	1,606	$151,156
4	SNA	Snap-on Inc	117	$47,080
5	LECO	Lincoln Electric Holdings Inc	136	$36,109

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,298	783	0.0%	Shares	Sole	2026-07-28
2026-03-31	$425,262	783	0.0%	Shares	Sole	2026-05-14
2025-12-31	$351,120	783	0.0%	Shares	Sole	2026-01-27
2025-09-30	$305,597	783	-4.3%	Shares	Sole	2025-10-17
2025-06-30	$314,766	818	0.0%	Shares	Sole	2025-07-18
2025-03-31	$263,207	818	0.0%	Shares	Sole	2025-04-21
2024-12-31	$244,696	818	0.0%	Shares	Sole	2025-01-23
2024-09-30	$244,892	818	0.0%	Shares	Sole	2024-11-12
2024-06-30	$220,680	818	—	Shares	Sole	2024-07-25
No filing history on record for this holder in this stock.