Position in PTC
as of Mar 31, 2026
· filed May 14, 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
Jun 2024
8 quarters on record
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $417,530 across 21 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
738 | $115,615 | |
| 2 | ADP |
Automatic Data Processing Inc
|
380 | $85,101 | |
| 3 | SHOP |
Shopify Inc.
|
569 | $64,968 | |
| 4 | INTU |
Intuit Inc.
|
164 | $42,804 | |
| 5 | ADSK |
Autodesk, Inc.
|
214 | $41,605 | |
| 6 | UBER |
Uber Technologies, Inc
|
202 | $14,576 | |
| 7 | WDAY |
Workday, Inc.
|
79 | $9,671 | |
| 8 | SAP |
Sap SE
|
46 | $7,089 |
All Filings in PTC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,282 | 9 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,567 | 9 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,827 | 9 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,551 | 9 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,394 | 9 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,654 | 9 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,613 | 20 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,448 | 30 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||