Position in WIT
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$31,299
-$52,540 QoQ
Shares Held
14,764
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026CHERRYDALE WEALTH MANAGEMENT, LLC holds $272,211 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
968 | $272,211 |
All Filings in WIT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,299 | 14,764 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $83,839 | 29,521 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $69,019 | 26,243 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $81,050 | 26,838 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $124,652 | 40,736 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $145,734 | 41,168 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $133,384 | 20,584 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $118,407 | 19,411 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $119,347 | 20,756 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $101,195 | 18,168 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $79,080 | 16,339 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $70,252 | 14,884 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||