Position in XYZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,082,012
+$161,680 QoQ
Shares Held
14,237
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#85
of 362 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. XYZ ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,047 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
This page
|
14,237 | $1,082,012 |
All Filings in XYZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,012 | 14,237 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $920,332 | 15,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,268,018 | 19,481 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,432,391 | 19,820 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,437,806 | 21,166 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,208,136 | 22,237 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,893,237 | 22,276 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,533,316 | 22,841 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,492,169 | 23,138 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,921,234 | 22,715 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,784,928 | 23,076 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $942,383 | 21,292 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,417,408 | 21,292 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,458,675 | 21,248 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,391,026 | 22,136 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,418,742 | 25,800 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,549,713 | 25,215 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,403,288 | 25,098 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,041,233 | 18,830 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,361,490 | 18,185 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,410,098 | 18,089 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,901,173 | 17,182 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,682,251 | 16,919 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,813,415 | 17,308 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,725,633 | 16,444 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $842,846 | 16,091 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||