Position in WLTH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,519
New position
Shares Held
170
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 139 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026SJS Investment Consulting Inc. holds $1,511,774 across 106 Software - Application names. WLTH ranks #53 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,615 | $361,678 | |
| 2 | PAYX |
Paychex Inc
|
1,234 | $121,338 | |
| 3 | ZM |
Zoom Communications, Inc.
|
942 | $81,304 | |
| 4 | INTU |
Intuit Inc.
|
282 | $73,602 | |
| 5 | DOCU |
Docusign, Inc.
|
1,471 | $65,341 | |
| 6 | NOW |
ServiceNow, Inc.
|
564 | $55,993 | |
| 7 | UBER |
Uber Technologies, Inc
|
772 | $55,707 | |
| 8 | SNOW |
Snowflake Inc.
|
207 | $52,681 |
All Filings in WLTH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519 | 170 | Shares | Defined | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||