Position in CLSK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$257,986
+$163,270 QoQ
Shares Held
17,731
+59.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 408 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CLSK Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $166,649,141 across 20 Capital Markets names. CLSK ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,696 | $84,647,623 | |
| 2 | SCHW |
Schwab Charles Corp
|
385,528 | $35,572,668 | |
| 3 | MS |
Morgan Stanley
|
128,608 | $26,884,216 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
62,436 | $6,261,082 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
41,403 | $3,603,717 | |
| 6 | IREN |
IREN Ltd
|
63,631 | $2,909,845 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
23,882 | $1,495,729 | |
| 8 | WULF |
Terawulf Inc.
|
34,902 | $862,079 |
All Filings in CLSK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,986 | 17,731 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $94,716 | 11,130 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $113,394 | 11,205 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $165,967 | 11,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $282,180 | 25,583 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $109,502 | 16,295 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||