Position in FIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$634
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Greykasell Wealth Strategies, Inc. holds $1,886,035 across 12 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
8,519 | $845,766 | |
| 2 | CRM |
Salesforce, Inc.
|
2,187 | $342,615 | |
| 3 | PAYX |
Paychex Inc
|
1,790 | $176,010 | |
| 4 | INTU |
Intuit Inc.
|
653 | $170,433 | |
| 5 | WDAY |
Workday, Inc.
|
1,034 | $126,582 | |
| 6 | ADBE |
Adobe Inc.
|
443 | $90,823 | |
| 7 | UBER |
Uber Technologies, Inc
|
944 | $68,119 | |
| 8 | SHOP |
Shopify Inc.
|
281 | $32,084 |
All Filings in FIG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $634 | 30 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||