Position in SNOW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,830,438
+$229,706 QoQ
Shares Held
18,767
+58.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $87,098,216 across 43 Software - Application names. SNOW ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
167,314 | $17,492,678 | |
| 2 | KVYO |
Klaviyo, Inc.
|
429,820 | $8,364,297 | |
| 3 | CRM |
Salesforce, Inc.
|
38,729 | $7,229,542 | |
| 4 | UBER |
Uber Technologies, Inc
|
97,467 | $7,010,801 | |
| 5 | ZM |
Zoom Communications, Inc.
|
72,805 | $5,852,793 | |
| 6 | SHOP |
Shopify Inc.
|
46,835 | $5,555,567 | |
| 7 | ADBE |
Adobe Inc.
|
20,728 | $5,038,562 | |
| 8 | SNOW |
Snowflake Inc.
This page
|
18,767 | $2,830,438 |
All Filings in SNOW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,830,438 | 18,767 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,600,732 | 11,856 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,522,728 | 20,052 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,870,801 | 21,767 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,150,305 | 14,712 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,935,529 | 12,535 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,518,678 | 13,222 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,805,072 | 13,362 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,554,753 | 9,621 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,311,410 | 6,590 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $933,730 | 6,112 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $911,224 | 5,178 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $706,031 | 4,576 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $552,198 | 3,847 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $684,768 | 4,029 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $205,530 | 1,478 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $356,068 | 1,554 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $589,763 | 1,741 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $466,347 | 1,542 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||