Position in NET
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$827,574
+$189,984 QoQ
Shares Held
3,374
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#663
of 1,214 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. NET ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in NET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,574 | 3,374 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $637,590 | 3,090 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $574,495 | 2,914 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $414,587 | 1,932 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $580,831 | 2,966 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $653,509 | 6,069 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $537,918 | 6,650 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $546,678 | 6,600 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $381,122 | 3,936 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $258,772 | 3,108 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $248,125 | 3,936 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $249,517 | 3,817 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $224,072 | 3,634 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $324,246 | 7,172 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $409,957 | 7,412 | Shares | Other | 2022-11-22 | |
| 2022-03-31 | $554,570 | 4,633 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $506,801 | 3,854 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $591,187 | 5,248 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $898,264 | 8,487 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $263,053 | 3,744 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $291,801 | 3,840 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||