Position in WIT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$397,536
-$78,613 QoQ
Shares Held
176,683
-21.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#93
of 296 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BSW Wealth Partners holds $1,876,035 across 4 Information Technology Services names. WIT ranks #2 (21.2% of the industry book) .
All Filings in WIT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,536 | 176,683 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $476,149 | 224,599 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $693,403 | 244,156 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $550,798 | 209,429 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $495,723 | 164,147 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $493,538 | 161,287 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $633,953 | 179,083 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $573,130 | 88,446 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $524,770 | 86,028 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $493,574 | 85,839 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $445,215 | 79,931 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $370,443 | 76,538 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $285,739 | 60,538 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $254,560 | 56,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $202,551 | 43,466 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $176,380 | 37,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,665 | 45,323 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $284,815 | 36,941 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $173,474 | 17,774 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $141,597 | 16,036 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $117,563 | 15,053 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||