Position in NICE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,998
-$81,132 QoQ
Shares Held
22
-95.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#294
of 322 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NICE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $14,449,218 across 24 Software - Application names. NICE ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
43,139 | $11,259,279 | |
| 2 | UBER |
Uber Technologies, Inc
|
28,339 | $2,044,942 | |
| 3 | SHOP |
Shopify Inc.
|
3,702 | $422,694 | |
| 4 | SNOW |
Snowflake Inc.
|
1,104 | $280,968 | |
| 5 | NOW |
ServiceNow, Inc.
|
1,691 | $167,882 | |
| 6 | IDCC |
InterDigital, Inc.
|
559 | $158,269 | |
| 7 | ADP |
Automatic Data Processing Inc
|
193 | $43,222 | |
| 8 | PAYX |
Paychex Inc
|
233 | $22,910 |
All Filings in NICE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,998 | 22 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $83,130 | 489 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,575 | 27 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $6,180 | 27 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||