Position in RELY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$68,659
+$4,386 QoQ
Shares Held
3,064
-25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#267
of 348 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RELY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $70,752,690 across 100 Software - Infrastructure names. RELY ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,326 | $29,963,198 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
127,814 | $14,912,054 | |
| 3 | PANW |
Palo Alto Networks Inc
|
28,178 | $9,609,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
62,104 | $2,962,122 | |
| 5 | ORCL |
Oracle Corp
|
17,035 | $2,496,474 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,127 | $1,248,465 | |
| 7 | NET |
Cloudflare, Inc.
|
4,140 | $1,015,454 | |
| 8 | CRWV |
CoreWeave, Inc.
|
8,093 | $805,573 |
All Filings in RELY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,659 | 3,064 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,273 | 4,102 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $36,457 | 2,642 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,878 | 1,097 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,652 | 1,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,608 | 1,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,862 | 1,146 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $36,592 | 2,733 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $21,779 | 1,797 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,621 | 464 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $388 | 20 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $504 | 20 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $376 | 20 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||