Position in IT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$84,771
-$18,783 QoQ
Shares Held
654
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#475
of 647 holders
Holding Since
Sep 2023
12 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, 2026MilWealth Group LLC holds $84,771 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
|
654 | $84,771 |
All Filings in IT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,771 | 654 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $103,554 | 654 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $164,991 | 654 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $171,916 | 654 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $264,359 | 654 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $274,509 | 654 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $316,843 | 654 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $361,319 | 713 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $348,470 | 776 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $422,806 | 887 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $400,134 | 887 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $355,292 | 1,034 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||