Position in IT
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$361,488
-$207,906 QoQ
Shares Held
2,283
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026SVB WEALTH LLC holds $9,841,618 across 2 Information Technology Services names.
All Filings in IT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,488 | 2,283 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $569,394 | 2,257 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $848,280 | 3,227 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,315,329 | 3,254 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $3,443,612 | 7,108 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $3,177,099 | 7,075 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,502,571 | 7,348 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,352,198 | 7,431 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,516,255 | 7,323 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,657,801 | 7,587 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,627,334 | 8,065 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,830,298 | 8,420 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,495,466 | 9,019 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,732,953 | 7,166 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,970,077 | 6,623 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,186,452 | 6,540 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,014,420 | 6,629 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,565,096 | 6,462 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,123,229 | 6,153 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $982,605 | 6,134 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $843,911 | 6,754 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $847,368 | 6,984 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $723,376 | 7,265 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||