Institute for Wealth Management, LLC.

Position in RCL — Royal Caribbean Cruises Ltd

CIK 1533954 DENVER, CO

Position in RCL

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

Position Value

$614,420

+$81,947 QoQ

Shares Held

1,935

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#619

of 1,222 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,568,493 across 9 Travel Services names. RCL ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKNG	Booking Holdings Inc.	9,575	$1,706,648
2	RCL	Royal Caribbean Cruises Ltd This page	1,935	$614,420
3	EXPE	Expedia Group, Inc.	2,337	$597,991
4	ABNB	Airbnb, Inc.	4,030	$576,693
5	NCLH	Norwegian Cruise Line Holdings Ltd.	1,687	$35,612
6	TNL	Travel & Leisure Co.	194	$14,827
7	TCOM	Trip.com Group Ltd	270	$10,756
8	CCL	Carnival Corp Ltd.	313	$8,942

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,420	1,935	0.0%	Shares	Sole	2026-07-28
2026-03-31	$532,473	1,935	0.0%	Shares	Sole	2026-05-14
2025-12-31	$539,710	1,935	-4.2%	Shares	Sole	2026-01-27
2025-09-30	$653,308	2,019	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$631,290	2,016	-0.4%	Shares	Sole	2025-07-18
2025-03-31	$415,810	2,024	+0.9%	Shares	Sole	2025-04-21
2024-12-31	$462,764	2,006	-2.5%	Shares	Sole	2025-01-23
2024-09-30	$365,006	2,058	0.0%	Shares	Sole	2024-11-12
2024-06-30	$328,106	2,058	0.0%	Shares	Sole	2024-07-25
2024-03-31	$286,082	2,058	+10.8%	Shares	Sole	2024-04-30
2023-12-31	$240,592	1,858	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.