Position in CLSK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,233,759
+$1,243,025 QoQ
Shares Held
153,523
+31.9% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 410 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLSK Over Time
Shares Held
Position Value (USD)
Derivatives in CLSK
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$5,599
PutShares
4,000
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 Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. CLSK ranks #25 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in CLSK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,233,759 | 153,523 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $990,734 | 116,420 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,451,258 | 143,405 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,880,374 | 129,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,258,037 | 114,056 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $579,747 | 86,272 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $562,997 | 61,129 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $165,999 | 17,773 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,599 | 4,000 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $382,559 | 23,985 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $179,124 | 16,000 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $318,150 | 15,000 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $695,178 | 32,776 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $249,531 | 22,623 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $55,340 | 14,525 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $54,311 | 12,660 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $32,726 | 11,772 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,395 | 12,939 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $40,363 | 12,693 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $60,850 | 15,523 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||