Institute for Wealth Management, LLC.
Position in ROAD — Construction Partners, Inc.
CIK 1533954
DENVER, CO
Position in ROAD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$516,649
+$33,277 QoQ
Shares Held
4,350
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#197
of 356 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROAD Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,686,024 across 12 Engineering & Construction names. ROAD ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
2,112 | $1,520,724 | |
| 2 | ROAD |
Construction Partners, Inc.
This page
|
4,350 | $516,649 | |
| 3 | FLR |
Fluor Corp
|
6,758 | $354,051 | |
| 4 | 423 | $149,966 | |||
| 5 | KBR |
Kbr, Inc.
|
1,150 | $39,709 | |
| 6 | DY |
Dycom Industries Inc
|
71 | $35,896 | |
| 7 | EME |
EMCOR Group, Inc.
|
31 | $25,726 | |
| 8 | MTZ |
Mastec Inc
|
55 | $22,883 |
All Filings in ROAD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,649 | 4,350 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $483,372 | 4,350 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $472,192 | 4,350 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $565,912 | 4,456 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $474,008 | 4,460 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $320,252 | 4,456 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||