Position in NTAP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$455,303
+$154,072 QoQ
Shares Held
2,942
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#613
of 950 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $37,735,085 across 6 Software - Infrastructure names. NTAP ranks #5 (1.2% of the industry book) .
All Filings in NTAP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,303 | 2,942 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $301,231 | 2,942 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $301,458 | 2,815 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $326,120 | 2,753 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $257,637 | 2,418 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $260,947 | 2,248 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $283,208 | 2,293 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,444 | 2,255 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $236,707 | 2,255 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||