Position in WHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$201,909
-$83,597 QoQ
Shares Held
5,122
-3.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 130 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $240,863 across 4 Furnishings, Fixtures & Appliances names. WHR ranks #1 (83.8% of the industry book) .
All Filings in WHR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,909 | 5,122 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $285,506 | 5,295 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $381,981 | 5,295 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||