Position in HUBS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$226,280
+$6,334 QoQ
Shares Held
927
+140.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $6,927,333 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
14,027 | $3,661,047 | |
| 2 | SNOW |
Snowflake Inc.
|
36,864 | $884,736 | |
| 3 | ADBE |
Adobe Inc.
|
2,170 | $444,893 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,285 | $425,414 | |
| 5 | DDOG |
Datadog, Inc.
|
1,486 | $386,894 | |
| 6 | ZM |
Zoom Communications, Inc.
|
3,805 | $328,409 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
808 | $303,258 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,278 | $286,208 |
All Filings in HUBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,280 | 927 | Shares | Sole | 2026-05-07 | |
| 2025-03-31 | $219,946 | 385 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $270,346 | 388 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $231,246 | 435 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||