Position in SE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$592,804
+$104,640 QoQ
Shares Held
6,186
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#461
of 770 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $26,660,120 across 12 Internet Retail names. SE ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
87,168 | $20,775,621 | |
| 2 | EBAY |
Ebay Inc
|
17,182 | $1,920,088 | |
| 3 | MELI |
Mercadolibre Inc
|
422 | $716,298 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,202 | $691,247 | |
| 5 | CPNG |
Coupang, Inc.
|
36,749 | $638,330 | |
| 6 | SE |
Sea Ltd
This page
|
6,186 | $592,804 | |
| 7 | DASH |
DoorDash, Inc.
|
2,349 | $433,460 | |
| 8 | PDD |
PDD Holdings Inc.
|
4,092 | $312,137 |
All Filings in SE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,804 | 6,186 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $488,164 | 5,895 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $376,597 | 5,273 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $283,212 | 5,273 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $245,916 | 6,072 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $237,022 | 5,393 | Shares | Sole | 2023-10-13 | |
| 2022-09-30 | $244,378 | 4,360 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $261,422 | 3,910 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $358,771 | 2,995 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $261,740 | 1,170 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $253,071 | 794 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||