Position in MDB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$596,894
New position
Shares Held
1,777
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#525
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $9,478,043 across 11 Software - Infrastructure names. MDB ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
6,863 | $2,340,420 | |
| 2 | MSFT |
Microsoft Corp
|
4,089 | $1,525,278 | |
| 3 | NET |
Cloudflare, Inc.
|
4,556 | $1,117,495 | |
| 4 | VRSN |
Verisign Inc/Ca
|
4,294 | $1,080,198 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,761 | $885,004 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,364 | $832,585 | |
| 7 | MDB |
MongoDB, Inc.
This page
|
1,777 | $596,894 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,484 | $523,148 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,894 | 1,777 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||