Position in CLSK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$145
+$60 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 408 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLSK Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Abound Wealth Management holds $224,967 across 15 Capital Markets names. CLSK ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
159 | $160,807 | |
| 2 | MS |
Morgan Stanley
|
159 | $33,237 | |
| 3 | SCHW |
Schwab Charles Corp
|
107 | $9,872 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
110 | $9,574 | |
| 5 | IREN |
IREN Ltd
|
201 | $9,191 | |
| 6 | SNEX |
StoneX Group Inc.
|
6 | $474 | |
| 7 | EVR |
Evercore Inc.
|
1 | $341 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
3 | $300 |
All Filings in CLSK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145 | 10 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $85 | 10 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $172 | 17 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $246 | 17 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $187 | 17 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $114 | 17 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||