Position in DCBO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$322
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 58 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $3,530,014 across 27 Software - Application names. DCBO ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
12,715 | $1,451,798 | |
| 2 | SNOW |
Snowflake Inc.
|
3,160 | $804,220 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,995 | $396,623 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,802 | $274,352 | |
| 5 | CRM |
Salesforce, Inc.
|
1,243 | $194,728 | |
| 6 | ZM |
Zoom Communications, Inc.
|
2,010 | $173,483 | |
| 7 | INTU |
Intuit Inc.
|
511 | $133,371 | |
| 8 | UPBD |
Upbound Group, Inc.
|
1,000 | $21,220 |
All Filings in DCBO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322 | 18 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||