Institute for Wealth Management, LLC.
Position in WTW — Willis Towers Watson PLC
CIK 1533954
DENVER, CO
Position in WTW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$197,334
-$22,144 QoQ
Shares Held
755
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#504
of 690 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $395,137 across 4 Insurance Brokers names. WTW ranks #1 (49.9% of the industry book) .
All Filings in WTW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,334 | 755 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $219,478 | 755 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $248,093 | 755 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $260,814 | 755 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||