Institute for Wealth Management, LLC.
Position in RILY — BRC Group Holdings, Inc.
CIK 1533954
DENVER, CO
Position in RILY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$779
New position
Shares Held
97
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 95 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $969 across 2 Financial Conglomerates names. RILY ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RILY |
BRC Group Holdings, Inc.
This page
|
97 | $779 | |
| 2 | IX |
Orix Corp
|
5 | $190 |
All Filings in RILY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779 | 97 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||