Position in WIT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$67,173
+$36,220 QoQ
Shares Held
29,855
+173.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 296 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $5,246,631 across 4 Information Technology Services names. WIT ranks #4 (1.3% of the industry book) .
All Filings in WIT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,173 | 29,855 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $30,953 | 10,899 | Shares | Sole | 2026-02-04 | |
| 2020-06-30 | $801 | 242 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $750 | 242 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||