Position in XYZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,721,324
+$358,308 QoQ
Shares Held
22,649
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#399
of 1,079 holders
Holding Since
Jun 2022
17 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, 2026Weinberger Asset Management, Inc holds $3,121,250 across 5 Software - Infrastructure names. XYZ ranks #1 (55.1% of the industry book) .
All Filings in XYZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,721,324 | 22,649 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,363,016 | 22,649 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,476,436 | 22,683 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,636,626 | 22,646 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,538,206 | 22,644 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,230,846 | 22,655 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,925,533 | 22,656 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,520,830 | 22,655 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,460,376 | 22,645 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $1,906,856 | 22,545 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $1,743,701 | 22,543 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $997,708 | 22,542 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $1,506,745 | 22,634 | Shares | Sole | 2025-02-04 | |
| 2023-03-31 | $1,553,686 | 22,632 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $1,422,194 | 22,632 | Shares | Sole | 2025-02-04 | |
| 2022-09-30 | $1,244,533 | 22,632 | Shares | Sole | 2025-02-04 | |
| 2022-06-30 | $1,390,962 | 22,632 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||