Position in RDN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$431,547
+$52,583 QoQ
Shares Held
11,456
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#215
of 389 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RDN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $505,365 across 5 Insurance - Specialty names. RDN ranks #1 (85.4% of the industry book) .
All Filings in RDN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,547 | 11,456 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $378,964 | 11,456 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $412,301 | 11,456 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $423,448 | 11,691 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $421,109 | 11,691 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $386,621 | 11,691 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $373,693 | 11,781 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $408,682 | 11,781 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $366,389 | 11,781 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $394,310 | 11,781 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $336,347 | 11,781 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $338,507 | 13,481 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $340,799 | 13,481 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $297,930 | 13,481 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $257,082 | 13,481 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $272,992 | 14,152 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $278,086 | 14,152 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $314,315 | 14,152 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $299,031 | 14,152 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $321,533 | 14,152 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $314,882 | 14,152 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $329,034 | 14,152 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $326,045 | 16,101 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $239,487 | 16,392 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $254,239 | 16,392 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $221,988 | 17,142 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||