Position in RPD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$642,686
+$539,203 QoQ
Shares Held
79,344
+322.5% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 37 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in RPD Over Time
Shares Held
Position Value (USD)
Derivatives in RPD
reported options exposure · as of Mar 31, 2024CallValue
$24,520
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. RPD ranks #49 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
376,874 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in RPD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,686 | 79,344 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $103,483 | 18,781 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $179,192 | 11,789 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $233,006 | 12,427 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $270,505 | 11,695 | Shares | Sole | 2025-07-10 | |
| 2024-03-31 | $24,520 | 500 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $305,617 | 6,232 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||