Position in PHUN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$61
+$8 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 5 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHUN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vision Retirement, LLC holds $179,515 across 12 Software - Application names. PHUN ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
404 | $90,475 | |
| 2 | UBER |
Uber Technologies, Inc
|
581 | $41,924 | |
| 3 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 4 | INTU |
Intuit Inc.
|
26 | $6,786 | |
| 5 | ZM |
Zoom Communications, Inc.
|
21 | $1,812 | |
| 6 | BTDR |
Bitdeer Technologies Group
|
75 | $1,190 | |
| 7 | FSLY |
Fastly, Inc.
|
50 | $918 | |
| 8 | DOCU |
Docusign, Inc.
|
15 | $666 |
All Filings in PHUN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $53 | 30 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $55 | 30 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||