Position in XYZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,900
+$396 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,023
of 1,079 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $1,118,756 across 6 Software - Infrastructure names. XYZ ranks #4 (0.2% of the industry book) .
All Filings in XYZ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,900 | 25 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,504 | 25 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,627 | 25 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,806 | 25 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,698 | 25 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,358 | 25 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,124 | 25 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,678 | 25 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,612 | 25 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,114 | 25 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,933 | 25 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,106 | 25 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,664 | 25 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||