Position in WIT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,065
+$3,073 QoQ
Shares Held
3,333
+152.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $301,738 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,073 | $301,738 |
All Filings in WIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,065 | 3,333 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $3,992 | 1,322 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||