Position in DBX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$769
+$133 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 449 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. DBX ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,255 | $40,008,260 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,860 | $2,339,397 | |
| 3 | MDB |
MongoDB, Inc.
|
6,078 | $2,041,600 | |
| 4 | ORCL |
Oracle Corp
|
11,648 | $1,707,014 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,884 | $1,036,496 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,098 | $629,534 | |
| 7 | IOT |
Samsara Inc.
|
17,675 | $573,200 | |
| 8 | NET |
Cloudflare, Inc.
|
2,231 | $547,219 |
All Filings in DBX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769 | 28 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $636 | 28 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $778 | 28 | Shares | Defined | 2026-02-05 | |
| 2023-12-31 | $24,586 | 834 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $590,455 | 21,684 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $720,303 | 27,008 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $824,759 | 38,148 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $892,402 | 39,875 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,104,355 | 53,299 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,136,860 | 54,162 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,257,639 | 54,092 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,341,871 | 54,681 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,595,821 | 54,614 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,339,447 | 77,184 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,315,154 | 86,840 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,694,561 | 76,366 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,406,480 | 73,026 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,240,215 | 56,969 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $920,566 | 50,860 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||