Position in CLSK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$340,120
+$144,399 QoQ
Shares Held
23,376
+1.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#214
of 408 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CLSK Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $5,350,285 across 7 Capital Markets names. CLSK ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,315 | $2,341,321 | |
| 2 | MS |
Morgan Stanley
|
7,790 | $1,628,421 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,337 | $584,714 | |
| 4 | CLSK |
Cleanspark, Inc.
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|
23,376 | $340,120 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,520 | $252,705 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,016 | $200,719 | |
| 7 | ATCH |
AtlasClear Holdings, Inc.
|
11,604 | $2,285 |
All Filings in CLSK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,120 | 23,376 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $195,721 | 22,999 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $232,749 | 22,999 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $333,485 | 22,999 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $117,310 | 12,560 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $194,350 | 12,185 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||