Position in BB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,092,962
+$2,123,221 QoQ
Shares Held
244,503
-18.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#82
of 284 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Kovack Advisors, Inc. holds $72,638,301 across 18 Software - Infrastructure names. BB ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,918 | $29,437,992 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
78,025 | $9,103,176 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
35,684 | $6,807,971 | |
| 4 | ORCL |
Oracle Corp
|
43,257 | $6,339,313 | |
| 5 | PANW |
Palo Alto Networks Inc
|
14,236 | $4,854,760 | |
| 6 | BB |
BLACKBERRY Ltd
This page
|
244,503 | $3,092,962 | |
| 7 | OSPN |
OneSpan Inc.
|
207,970 | $2,984,369 | |
| 8 | FFIV |
F5, Inc.
|
6,886 | $2,864,300 |
All Filings in BB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,092,962 | 244,503 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $969,741 | 299,303 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $965,703 | 254,803 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,170,565 | 239,870 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,116,008 | 243,670 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $988,757 | 262,270 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,165,260 | 308,270 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $902,773 | 344,570 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $865,693 | 349,070 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $975,853 | 353,570 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,282,081 | 362,170 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,781,651 | 378,270 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,283,171 | 412,870 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,983,463 | 434,970 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $870,648 | 267,070 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $628,719 | 133,770 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $613,759 | 113,870 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $811,424 | 108,770 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $808,962 | 86,520 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $259,985 | 26,720 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $201,263 | 16,470 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||