Position in APLD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$213,878
+$77,753 QoQ
Shares Held
5,734
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#409
of 563 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APLD Over Time
Shares Held
Position Value (USD)
Derivatives in APLD
reported options exposure · as of Mar 31, 2026CallValue
$173,302
CallShares
7,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Omega Financial Group, LLC holds $213,878 across 1 Information Technology Services name. APLD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
This page
|
5,734 | $213,878 |
All Filings in APLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,878 | 5,734 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $136,125 | 5,734 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $173,302 | 7,300 | Call | Sole | 2026-05-12 | |
| 2025-12-31 | $178,996 | 7,300 | Call | Sole | 2026-01-28 | |
| 2025-12-31 | $140,597 | 5,734 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||