Position in KD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,244
-$120 QoQ
Shares Held
110
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 661 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Valued Wealth Advisors LLC holds $74,110 across 9 Information Technology Services names. KD ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
171 | $48,086 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
117 | $16,023 | |
| 3 | DXC |
DXC Technology Co
|
330 | $2,920 | |
| 4 | ACN |
Accenture plc
|
13 | $1,617 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
18 | $1,368 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
34 | $1,316 | |
| 7 | KD |
Kyndryl Holdings, Inc.
This page
|
110 | $1,244 | |
| 8 | CDW |
CDW Corp
|
8 | $1,125 |
All Filings in KD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244 | 110 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,364 | 104 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26 | 1 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30 | 1 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||