Institute for Wealth Management, LLC.

Position in VRT — Vertiv Holdings Co

CIK 1533954 DENVER, CO

Position in VRT

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

Position Value

$274,552

+$69,077 QoQ

Shares Held

820

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,614

of 2,035 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $394,085 across 5 Electrical Equipment & Parts names. VRT ranks #1 (69.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	820	$274,552
2	NVT	nVent Electric plc	625	$106,006
3	BE	Bloom Energy Corp	18	$5,448
4	KE	Kimball Electronics, Inc.	159	$4,070
5	POWL	Powell Industries Inc	14	$4,009

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,552	820	0.0%	Shares	Sole	2026-07-28
2026-03-31	$205,475	820	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.