Position in XYZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$254,372
+$249,558 QoQ
Shares Held
3,347
+4083.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#695
of 1,079 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $5,102,425 across 16 Software - Infrastructure names. XYZ ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,563 | $2,821,150 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
4,012 | $765,428 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,510 | $514,940 | |
| 4 | XYZ |
Block, Inc.
This page
|
3,347 | $254,372 | |
| 5 | ORCL |
Oracle Corp
|
1,637 | $239,901 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,475 | $172,088 | |
| 7 | NET |
Cloudflare, Inc.
|
411 | $100,810 | |
| 8 | ZS |
Zscaler, Inc.
|
655 | $92,453 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,372 | 3,347 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,814 | 80 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,207 | 80 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,781 | 80 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,793 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,433 | 100 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,499 | 100 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||