Position in HOOD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$540,509
+$194,772 QoQ
Shares Held
5,390
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#816
of 1,380 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $12,003,874 across 5 Capital Markets names. HOOD ranks #4 (4.5% of the industry book) .
All Filings in HOOD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,509 | 5,390 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $345,737 | 4,989 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $305,935 | 2,705 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $322,727 | 2,254 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||