Institute for Wealth Management, LLC.

Position in SCI — Service Corp International

CIK 1533954 DENVER, CO

Position in SCI

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

Position Value

$5,772

New position

Shares Held

76

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#484

of 545 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $103,843 across 4 Personal Services names. SCI ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc	1,697	$64,621
2	BFAM	Bright Horizons Family Solutions Inc.	253	$17,932
3	FTDR	Frontdoor, Inc.	200	$15,518
4	SCI	Service Corp International This page	76	$5,772

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,772	76	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.