Institute for Wealth Management, LLC.
Position in STX — Seagate Technology Holdings plc
CIK 1533954
DENVER, CO
Position in STX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,471,625
+$847,552 QoQ
Shares Held
1,525
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#913
of 1,934 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STX Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $12,332,723 across 11 Computer Hardware names. STX ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
16,707 | $7,208,402 | |
| 2 | STX |
Seagate Technology Holdings plc
This page
|
1,525 | $1,471,625 | |
| 3 | WDC |
Western Digital Corp
|
2,268 | $1,448,616 | |
| 4 | SNDK |
Sandisk Corp
|
413 | $939,050 | |
| 5 | IONQ |
IonQ, Inc.
|
12,897 | $686,894 | |
| 6 | ANET |
Arista Networks, Inc.
|
2,794 | $474,644 | |
| 7 | HPQ |
Hp Inc
|
2,727 | $59,830 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
1,235 | $36,222 |
All Filings in STX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,625 | 1,525 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $624,073 | 1,593 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $536,459 | 1,948 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $526,885 | 2,232 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $351,443 | 2,435 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $237,461 | 2,168 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $225,851 | 2,187 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $203,407 | 2,186 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $326,028 | 3,819 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $252,126 | 3,823 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $278,229 | 4,497 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $297,143 | 4,494 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $239,375 | 4,550 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $263,807 | 4,956 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $356,771 | 4,994 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $449,410 | 4,999 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $577,440 | 5,111 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $460,214 | 5,577 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $495,397 | 5,634 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||