Position in KD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,612
-$1,796 QoQ
Shares Held
231
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#445
of 665 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,429,489 across 7 Information Technology Services names. KD ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,652 | $1,308,188 | |
| 2 | ACN |
Accenture plc
|
512 | $63,713 | |
| 3 | APLD |
Applied Digital Corp.
|
1,000 | $37,300 | |
| 4 | EXLS |
ExlService Holdings, Inc.
|
350 | $9,051 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
76 | $7,825 | |
| 6 | KD |
Kyndryl Holdings, Inc.
This page
|
231 | $2,612 | |
| 7 | VYX |
NCR Voyix Corp
|
98 | $800 |
All Filings in KD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,612 | 231 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,408 | 336 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $8,924 | 336 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,111 | 370 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,525 | 370 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,908 | 220 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,650 | 250 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,181 | 269 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $7,077 | 269 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,593 | 303 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $6,628 | 319 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,976 | 462 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,524 | 416 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $6,140 | 416 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,137 | 462 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,903 | 472 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,782 | 489 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,769 | 516 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||