Position in NABL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,451
-$2,035 QoQ
Shares Held
1,213
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 198 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NABL Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Private Wealth Management Group, LLC holds $677,113 across 19 Information Technology Services names. NABL ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,870 | $525,862 | |
| 2 | EPAM |
EPAM Systems, Inc.
|
658 | $52,212 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
513 | $19,868 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
188 | $19,358 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
91 | $12,462 | |
| 6 | ACN |
Accenture plc
|
67 | $8,337 | |
| 7 | CACI |
Caci International Inc /De/
|
16 | $7,412 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
175 | $6,804 |
All Filings in NABL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,451 | 1,213 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,486 | 1,389 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $598 | 80 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $624 | 80 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $648 | 80 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,850 | 402 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||