Position in PTC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,282
-$285 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $1,328,398 across 28 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,048 | $906,548 | |
| 2 | INTU |
Intuit Inc.
|
633 | $165,213 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
111 | $41,659 | |
| 4 | NOW |
ServiceNow, Inc.
|
400 | $39,711 | |
| 5 | UBER |
Uber Technologies, Inc
|
527 | $38,027 | |
| 6 | FROG |
JFrog Ltd
|
300 | $27,264 | |
| 7 | CRM |
Salesforce, Inc.
|
130 | $20,365 | |
| 8 | PAYX |
Paychex Inc
|
169 | $16,617 |
All Filings in PTC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,282 | 9 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,567 | 9 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,639 | 13 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,895 | 11 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $464 | 3 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $551 | 3 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $541 | 3 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $545 | 3 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $5,856 | 31 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $14,345 | 82 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $1,700 | 12 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,707 | 12 | Shares | Sole | 2024-04-26 | |
| 2021-12-31 | $363 | 3 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $359 | 3 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $423 | 3 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $412 | 3 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $358 | 3 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||