Position in EVTC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$86,284
+$270 QoQ
Shares Held
3,106
+1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 250 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVTC 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. EVTC ranks #18 (0.2% 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 EVTC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,284 | 3,106 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $86,014 | 3,048 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $66,470 | 2,285 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $35,266 | 1,044 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $77,110 | 2,139 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $68,208 | 1,855 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $53,694 | 1,555 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $53,275 | 1,572 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $52,269 | 1,572 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $62,722 | 1,572 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $40,039 | 978 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $36,362 | 978 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $36,019 | 978 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $33,007 | 978 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $22,342 | 690 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $21,631 | 690 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $25,447 | 690 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $37,491 | 916 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||