Position in CDLX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$120,534
New position
Shares Held
26,845
first reported quarter
Ownership
0.456%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#15
of 41 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026KMT WEALTH MANAGEMENT, LLC holds $120,534 across 1 Advertising Agencies name. CDLX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDLX |
Cardlytics, Inc.
This page
|
26,845 | $120,534 |
All Filings in CDLX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,534 | 26,845 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||