Position in RZLV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,075
New position
Shares Held
10,500
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 114 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Dakota Wealth Management holds $138,856,380 across 10 Software - Infrastructure names. RZLV ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
250,746 | $93,533,272 | |
| 2 | PANW |
Palo Alto Networks Inc
|
56,023 | $19,104,963 | |
| 3 | ORCL |
Oracle Corp
|
65,055 | $9,533,810 | |
| 4 | GEN |
Gen Digital Inc.
|
244,408 | $6,083,315 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,020 | $3,437,945 | |
| 6 | FFIV |
F5, Inc.
|
7,140 | $2,969,954 | |
| 7 | NTCT |
Netscout Systems Inc
|
55,746 | $2,427,738 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,323 | $1,278,579 |
All Filings in RZLV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,075 | 10,500 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||