Institute for Wealth Management, LLC.
Position in SITE — SiteOne Landscape Supply, Inc.
CIK 1533954
DENVER, CO
Position in SITE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$84,892
-$116,189 QoQ
Shares Held
742
-35.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#292
of 389 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SITE Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,724,604 across 8 Industrial Distribution names. SITE ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
43,031 | $743,575 | |
| 2 | WCC |
Wesco International Inc
|
1,836 | $634,209 | |
| 3 | GWW |
W.W. Grainger, Inc.
|
85 | $115,634 | |
| 4 | SITE |
SiteOne Landscape Supply, Inc.
This page
|
742 | $84,892 | |
| 5 | FAST |
Fastenal Co
|
1,292 | $62,054 | |
| 6 | WSO |
Watsco Inc
|
147 | $61,259 | |
| 7 | CNM |
Core & Main, Inc.
|
466 | $22,484 | |
| 8 | REZI |
Resideo Technologies, Inc.
|
23 | $497 |
All Filings in SITE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,892 | 742 | Shares | Sole | 2026-07-28 | |
| 2024-03-31 | $201,081 | 1,152 | Shares | Sole | 2024-04-30 | |
| 2022-03-31 | $258,542 | 1,599 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $377,229 | 1,557 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $310,574 | 1,557 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $274,370 | 1,621 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $296,404 | 1,736 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $199,715 | 1,259 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||