Position in G
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$241,972
-$290,814 QoQ
Shares Held
8,799
-38.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 474 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $50,834,656 across 17 Information Technology Services names. G ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
100,600 | $28,289,726 | |
| 2 | ACN |
Accenture plc
|
116,817 | $14,536,707 | |
| 3 | SAIC |
Science Applications International Corp
|
18,974 | $2,094,919 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
27,901 | $1,084,790 | |
| 5 | CDW |
CDW Corp
|
6,896 | $969,853 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
7,944 | $817,993 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,714 | $782,532 | |
| 8 | IT |
Gartner Inc
|
5,837 | $756,591 |
All Filings in G
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,972 | 8,799 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $532,786 | 14,303 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $550,507 | 11,768 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $409,307 | 9,771 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $345,654 | 7,854 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $515,790 | 10,238 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $439,120 | 10,224 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $337,088 | 8,597 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $465,274 | 14,454 | Shares | Sole | 2024-07-26 | |
| 2023-09-30 | $780,870 | 21,571 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $805,801 | 21,448 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,009,629 | 21,844 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,248,648 | 26,957 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,323,604 | 30,240 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,282,533 | 30,277 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,304,429 | 29,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,194,274 | 41,339 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||