Institute for Wealth Management, LLC.

Position in SBLK — Star Bulk Carriers Corp.

CIK 1533954 DENVER, CO

Position in SBLK

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

Position Value

$48,941

-$361,179 QoQ

Shares Held

1,960

-88.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#149

of 201 holders

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $78,401 across 5 Marine Shipping names. SBLK ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBLK	Star Bulk Carriers Corp. This page	1,960	$48,941
2	GSL	Global Ship Lease, Inc.	383	$14,400
3	ZIM	ZIM Integrated Shipping Services Ltd.	267	$6,942
4	ECO	Okeanis Eco Tankers Corp.	93	$4,661
5	SFL	SFL Corp Ltd.	339	$3,457

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,941	1,960	-88.3%	Shares	Sole	2026-07-28
2024-06-30	$410,120	16,822	+22.9%	Shares	Sole	2024-07-25
2024-03-31	$326,780	13,690	+28.3%	Shares	Sole	2024-04-30
2023-12-31	$226,886	10,672	0.0%	Shares	Sole	2024-01-31
2023-09-30	$205,756	10,672	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.