Position in HOOD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$240,270
+$11,755 QoQ
Shares Held
2,396
+50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,016
of 1,380 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $8,065,179 across 5 Capital Markets names. HOOD ranks #4 (3.0% of the industry book) .
All Filings in HOOD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,270 | 2,396 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $228,515 | 1,596 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||