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PlanVest Financial, Inc

Position in IT — Gartner Inc

CIK 2135239 GAITHERSBURG, MD

Position in IT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,073
-$460 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 647 holders
Holding Since
Mar 2026
2 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, 2026

PlanVest Financial, Inc holds $748,910 across 8 Information Technology Services names. IT ranks #6 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 IT
Gartner Inc
This page
16 $2,073

All Filings in IT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,073 16
2026-03-31 $2,533 16