Position in IT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$648
-$143 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#616
of 647 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $183,608 across 6 Information Technology Services names. IT ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
631 | $177,443 | |
| 2 | ACN |
Accenture plc
|
28 | $3,484 | |
| 3 | KD |
Kyndryl Holdings, Inc.
|
125 | $1,413 | |
| 4 | IT |
Gartner Inc
This page
|
5 | $648 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
10 | $388 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
6 | $232 |
All Filings in IT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648 | 5 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $791 | 5 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,261 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,623 | 29 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,637 | 9 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,617 | 11 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,360 | 9 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||