Institute for Wealth Management, LLC.

Position in USAR — USA Rare Earth, Inc.

CIK 1533954 DENVER, CO

Position in USAR

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

Position Value

$1,381

New position

Shares Held

64

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#358

of 386 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $129,385 across 5 Other Industrial Metals & Mining names. USAR ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	718	$59,816
2	VALE	Vale S.A.	2,980	$44,819
3	UAMY	United States Antimony Corp	2,000	$14,520
4	MP	MP Materials Corp. / DE	158	$8,849
5	USAR	USA Rare Earth, Inc. This page	64	$1,381

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,381	64	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.