Position in BGC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$126,516
+$14,389 QoQ
Shares Held
11,835
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#245
of 365 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Tripletail Wealth Management, LLC holds $1,180,533 across 3 Capital Markets names. BGC ranks #3 (10.7% of the industry book) .
All Filings in BGC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,516 | 11,835 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $112,127 | 11,465 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $94,300 | 10,560 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,897 | 10,560 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||