Position in ALIT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$22,951
-$28,928 QoQ
Shares Held
1,968
+48.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALIT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $106,600,956 across 42 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
282,009 | $32,199,787 | |
| 2 | UBER |
Uber Technologies, Inc
|
151,147 | $10,906,767 | |
| 3 | ADP |
Automatic Data Processing Inc
|
46,647 | $10,446,595 | |
| 4 | U |
Unity Software Inc.
|
274,554 | $7,846,753 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
14,182 | $5,322,788 | |
| 6 | CRM |
Salesforce, Inc.
|
33,897 | $5,310,304 | |
| 7 | DDOG |
Datadog, Inc.
|
16,539 | $4,306,094 | |
| 8 | NOW |
ServiceNow, Inc.
|
38,426 | $3,814,933 |
All Filings in ALIT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,951 | 39,368 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $51,879 | 26,605 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $64,508 | 19,788 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $61,631 | 10,889 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||