Position in HOOD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,243,070
New position
Shares Held
12,396
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#639
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026EPG Wealth Management LLC holds $1,543,042 across 2 Capital Markets names. HOOD ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
This page
|
12,396 | $1,243,070 | |
| 2 | MS |
Morgan Stanley
|
1,435 | $299,972 |
All Filings in HOOD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,070 | 12,396 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||