Position in NTAP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$312,615
+$45,787 QoQ
Shares Held
2,020
-22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#669
of 950 holders
Holding Since
Jun 2025
5 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, 2026Caliber Wealth Management, LLC / KS holds $10,888,359 across 6 Software - Infrastructure names. NTAP ranks #5 (2.9% of the industry book) .
All Filings in NTAP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,615 | 2,020 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $266,828 | 2,606 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $246,307 | 2,300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $248,766 | 2,100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $213,100 | 2,000 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||