Position in SNOW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$589,422
+$28,070 QoQ
Shares Held
2,316
-37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#864
of 1,453 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names. SNOW ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
This page
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in SNOW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,422 | 2,316 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $561,352 | 3,722 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $604,994 | 2,758 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $939,415 | 4,165 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $868,675 | 3,882 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $633,895 | 4,337 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $342,944 | 2,221 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $232,132 | 2,021 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $310,166 | 2,296 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $411,433 | 2,546 | Shares | Defined | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||