Position in EVTC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$138
-$3 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 250 holders
Holding Since
Jun 2023
13 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, 2026Abound Wealth Management holds $6,181,041 across 31 Software - Infrastructure names. EVTC ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,734 | $4,377,016 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,300 | $851,691 | |
| 3 | NTSK |
Netskope Inc
|
45,306 | $495,647 | |
| 4 | ORCL |
Oracle Corp
|
756 | $110,791 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,600 | $76,314 | |
| 6 | PANW |
Palo Alto Networks Inc
|
211 | $71,955 | |
| 7 | TWLO |
Twilio Inc
|
250 | $51,582 | |
| 8 | ZS |
Zscaler, Inc.
|
300 | $42,345 |
All Filings in EVTC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138 | 5 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $141 | 5 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $145 | 5 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $168 | 5 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $180 | 5 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $220 | 6 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $207 | 6 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $203 | 6 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $432 | 13 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $518 | 13 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $532 | 13 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $371 | 10 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $368 | 10 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||