Position in IT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$227,223
-$50,347 QoQ
Shares Held
1,753
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#442
of 647 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Flagship Private Wealth, LLC holds $227,223 across 1 Information Technology Services name. IT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IT |
Gartner Inc
This page
|
1,753 | $227,223 |
All Filings in IT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,223 | 1,753 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $277,570 | 1,753 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $442,246 | 1,753 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $460,811 | 1,753 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $708,597 | 1,753 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $735,804 | 1,753 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $849,275 | 1,753 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $888,350 | 1,753 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $787,202 | 1,753 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $835,602 | 1,753 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $790,795 | 1,753 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $602,348 | 1,753 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $614,093 | 1,753 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $571,074 | 1,753 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $589,253 | 1,753 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $485,037 | 1,753 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $423,927 | 1,753 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $521,447 | 1,753 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $586,062 | 1,753 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $532,701 | 1,753 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $424,576 | 1,753 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $388,466 | 2,128 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $340,884 | 2,128 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||