Position in PD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,676
New position
Shares Held
270
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $2,510,387 across 3 Software - Application names.
All Filings in PD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,676 | 270 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||