Position in U
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,829
+$425 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 558 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $691,553 across 14 Software - Application names. U ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
3,774 | $374,682 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
256 | $96,081 | |
| 3 | CRM |
Salesforce, Inc.
|
376 | $58,904 | |
| 4 | SNOW |
Snowflake Inc.
|
177 | $45,046 | |
| 5 | UBER |
Uber Technologies, Inc
|
494 | $35,647 | |
| 6 | ADBE |
Adobe Inc.
|
150 | $30,753 | |
| 7 | ADP |
Automatic Data Processing Inc
|
90 | $20,155 | |
| 8 | ESTC |
Elastic N.V.
|
190 | $10,833 |
All Filings in U
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,829 | 64 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,404 | 64 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,826 | 64 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,562 | 64 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,887 | 78 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,703 | 138 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,100 | 138 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||