Position in KD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,359
-$2,138 QoQ
Shares Held
297
-29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 663 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $1,604,349 across 10 Information Technology Services names. KD ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,985 | $1,401,831 | |
| 2 | ACN |
Accenture plc
|
1,358 | $168,989 | |
| 3 | IT |
Gartner Inc
|
84 | $10,888 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
61 | $8,353 | |
| 5 | KD |
Kyndryl Holdings, Inc.
This page
|
297 | $3,359 | |
| 6 | SAIC |
Science Applications International Corp
|
30 | $3,312 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
71 | $2,749 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
62 | $2,410 |
All Filings in KD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,359 | 297 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,497 | 419 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,597 | 399 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $11,981 | 399 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $16,742 | 399 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $12,528 | 399 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $13,805 | 399 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||