Position in IT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$229,117
-$69,834 QoQ
Shares Held
1,447
+22.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Checchi Capital Advisers, LLC holds $8,946,643 across 3 Information Technology Services names.
All Filings in IT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,117 | 1,447 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $298,951 | 1,185 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $321,752 | 1,224 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $563,482 | 1,394 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $578,821 | 1,379 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $668,084 | 1,379 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $777,876 | 1,535 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $686,612 | 1,529 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $719,295 | 1,509 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $679,822 | 1,507 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $384,499 | 1,119 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $372,379 | 1,063 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $347,596 | 1,067 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $364,039 | 1,083 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $341,988 | 1,236 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $304,705 | 1,260 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $315,010 | 1,059 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $342,678 | 1,025 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $307,526 | 1,012 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $302,023 | 1,247 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $274,007 | 1,501 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $211,931 | 1,323 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||