Monticello Wealth Management, LLC

SEC CIK: 0001791996
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

AKAM holding history

Akamai Technologies Inc in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AKAM overview All 13F holders of AKAM Full Q2 2026 holdings

Shares (Q2 2026): 2,396
Value: $283.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2023

Holdings of AKAM by Monticello Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,396	$283.2K	<0.1%	+328+15.9%	Added	Holders
Q1 2026	2,068	$237.5K	<0.1%	+2,068	New	Holders
Q1 2024	0	$0	0.0%	−16,045−100.0%	Sold out	Holders
Q4 2023	16,045	$1.90M	0.2%	00.0%	Unchanged	Holders
Q3 2023	16,045	$1.71M	0.2%	+16,045	New	Holders