Institute for Wealth Management, LLC.
Position in SPHR — Sphere Entertainment Co.
CIK 1533954
DENVER, CO
Position in SPHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$692,639
+$221,278 QoQ
Shares Held
4,003
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#224
of 415 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPHR Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,600,737 across 15 Entertainment names. SPHR ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
|
44,993 | $4,330,576 | |
| 2 | NFLX |
Netflix Inc
|
51,612 | $3,685,096 | |
| 3 | MSGS |
Madison Square Garden Sports Corp.
|
3,656 | $1,469,127 | |
| 4 | SPHR |
Sphere Entertainment Co.
This page
|
4,003 | $692,639 | |
| 5 | LYV |
Live Nation Entertainment, Inc.
|
2,203 | $403,391 | |
| 6 | MSGE |
Madison Square Garden Entertainment Corp.
|
4,931 | $398,868 | |
| 7 | WBD |
Warner Bros. Discovery, Inc.
|
10,266 | $273,691 | |
| 8 | PSKY |
Paramount Skydance Corp
|
21,489 | $211,881 |
All Filings in SPHR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,639 | 4,003 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $471,361 | 4,015 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $387,355 | 4,074 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $255,375 | 4,111 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $201,761 | 5,004 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $223,639 | 5,062 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $248,442 | 5,062 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $395,122 | 10,633 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $293,429 | 10,713 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $281,468 | 4,765 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $215,361 | 4,789 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $218,862 | 4,964 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $261,205 | 4,964 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $414,717 | 4,978 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $342,415 | 4,868 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $360,733 | 4,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $366,948 | 4,370 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $352,721 | 4,312 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $443,268 | 4,220 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $293,274 | 4,282 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $315,974 | 4,213 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||