INSIGNEO ADVISORY SERVICES, LLC

Position in XYZ — Block, Inc.

CIK 1964958 MIAMI, FL

Position in XYZ

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,339,245

-$99,504 QoQ

Shares Held

22,254

+0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $55,841,094 across 11 Software - Infrastructure names. XYZ ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	106,030	$39,249,125
2	PLTR	Palantir Technologies Inc.	47,268	$6,914,363
3	ORCL	Oracle Corp	24,153	$3,553,147
4	PANW	Palo Alto Networks Inc	16,079	$2,577,785
5	XYZ	Block, Inc. This page	22,254	$1,339,245
6	CRWD	CrowdStrike Holdings, Inc.	7,119	$694,832
7	CRWV	CoreWeave, Inc.	5,284	$409,351
8	SNPS	Synopsys Inc	1,001	$396,876

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,339,245	22,254	+0.7%	Shares	Sole	2026-05-12
2025-12-31	$1,438,749	22,104	+93.7%	Shares	Sole	2026-02-12
2025-09-30	$824,889	11,414	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$776,643	11,433	+9.0%	Shares	Sole	2025-08-12
2025-03-31	$569,813	10,488	+6.6%	Shares	Sole	2025-04-18
2024-12-31	$836,386	9,841	-2.3%	Shares	Sole	2025-02-13
2024-09-30	$676,267	10,074	+1.7%	Shares	Sole	2024-11-15
2024-06-30	$639,095	9,910	-26.0%	Shares	Sole	2024-08-14
2024-03-31	$1,133,118	13,397	-22.3%	Shares	Sole	2024-05-15
2023-12-31	$1,334,364	17,251	+15.0%	Shares	Sole	2024-02-14
2023-09-30	$663,811	14,998	+20.6%	Shares	Sole	2023-11-14
2023-06-30	$828,197	12,441	+42.8%	Shares	Sole	2023-08-14
2023-03-31	$598,078	8,712	+8.4%	Shares	Sole	2023-05-11
2022-12-31	$505,107	8,038	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.