Skip to main content
Livermore
Livermore
ZHEN

Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

IT holding history

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

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q4 2021
Holdings of IT by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,033−100.0%Sold outHolders
Q4 20251,033$260.7K<0.1%−235−18.5%ReducedHolders
Q3 20251,268$333.3K0.1%−298−19.0%ReducedHolders
Q2 20251,566$633.0K0.1%−81−4.9%ReducedHolders
Q1 20251,647$691.3K0.1%−164−9.1%ReducedHolders
Q4 20241,811$877.4K0.2%−65−3.5%ReducedHolders
Q3 20241,876$950.7K0.2%−22−1.2%ReducedHolders
Q2 20241,898$852.3K0.2%−20−1.0%ReducedHolders
Q1 20241,918$914.3K0.2%−72−3.6%ReducedHolders
Q4 20231,990$897.7K0.2%+16+0.8%AddedHolders
Q3 20231,974$678.3K0.2%−61−3.0%ReducedHolders
Q2 20232,035$712.9K0.2%−90−4.2%ReducedHolders
Q1 20232,125$692.3K0.2%+188+9.7%AddedHolders
Q4 20221,937$651.1K0.2%+114+6.3%AddedHolders
Q3 20221,823$504.0K0.2%+433+31.2%AddedHolders
Q2 20221,390$336.0K0.1%+105+8.2%AddedHolders
Q1 20221,285$382.0K0.1%+117+10.0%AddedHolders
Q4 20211,168$390.0K0.1%–No prior filingHolders