Position in NET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,046,868
+$545,409 QoQ
Shares Held
12,422
+2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#82
of 388 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. NET ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,047 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
|
14,237 | $1,082,012 |
All Filings in NET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,046,868 | 12,422 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,501,459 | 12,123 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,836,846 | 9,317 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,511,786 | 7,045 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,390,001 | 7,098 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $865,571 | 7,681 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $894,605 | 8,308 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $671,710 | 8,304 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $697,594 | 8,422 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $476,790 | 4,924 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $298,903 | 3,590 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $231,924 | 3,679 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $240,757 | 3,683 | Shares | Sole | 2023-07-25 | |
| 2022-09-30 | $349,503 | 6,319 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $241,281 | 5,515 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $531,468 | 4,440 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $293,902 | 2,235 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||