PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in IT — Gartner Inc
CIK 2145782
WALTHAM, MA
Position in IT
as of Mar 31, 2026
· filed Aug 7, 2026
Position Value
$98,804
-$30,615 QoQ
Shares Held
624
+21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,112,888 across 5 Information Technology Services names.
All Filings in IT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,804 | 624 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $129,419 | 513 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||