Steward Partners Investment Advisory, LLC
Position in HODL — VanEck Bitcoin ETF
CIK 1723397
STAMFORD, CT
Position in HODL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,086,342
+$303,756 QoQ
Shares Held
246,017
+24.6% QoQ
Ownership
0.418%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 129 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HODL Over Time
Shares Held
Position Value (USD)
All Filings in HODL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,086,342 | 246,017 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,782,586 | 197,421 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,020,720 | 122,148 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,758,862 | 85,229 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,127,877 | 37,016 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,662 | 200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,285 | 50 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,591 | 50 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,393 | 50 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,017 | 50 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||