Position in STGW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$62,404
-$226,465 QoQ
Shares Held
8,399
-83.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 183 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STGW Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,956,430 across 5 Advertising Agencies names. STGW ranks #3 (3.2% of the industry book) .
All Filings in STGW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,404 | 8,399 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $288,869 | 51,309 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $230,890 | 51,309 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $310,419 | 51,309 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $326,775 | 49,662 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $348,627 | 49,662 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $364,317 | 53,419 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $332,266 | 53,419 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||