Position in CLSK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,430
+$14,154 QoQ
Shares Held
1,198
+211.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 410 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLSK Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. CLSK ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in CLSK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,430 | 1,198 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,276 | 385 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,896 | 385 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,582 | 385 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $882 | 80 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,069 | 308 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $94,936 | 10,308 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $93,400 | 10,000 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $159,500 | 10,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $233,310 | 11,000 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $121,330 | 11,000 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $41,910 | 11,000 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $47,190 | 11,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $30,580 | 11,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $56 | 11,011 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $44,554 | 14,011 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $51,003 | 13,011 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $142,255 | 11,500 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $109,480 | 11,500 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $133,285 | 11,500 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $166,400 | 10,000 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $238,200 | 10,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $290,500 | 10,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $12,490 | 1,000 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||