Institute for Wealth Management, LLC.

Position in TKR — Timken Co

CIK 1533954 DENVER, CO

Position in TKR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$164,356

New position

Shares Held

1,131

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#467

of 600 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $902,999 across 5 Tools & Accessories names. TKR ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RBC	RBC Bearings INC	783	$504,298
2	TKR	Timken Co This page	1,131	$164,356
3	SWK	Stanley Black & Decker, Inc.	1,606	$151,156
4	SNA	Snap-on Inc	117	$47,080
5	LECO	Lincoln Electric Holdings Inc	136	$36,109

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,356	1,131	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.