Position in HOOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,551,978
+$4,635,974 QoQ
Shares Held
85,281
+50.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#326
of 1,387 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $59,744,775 across 5 Capital Markets names. HOOD ranks #3 (14.3% of the industry book) .
All Filings in HOOD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,551,978 | 85,281 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,916,004 | 56,508 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $763,990 | 6,755 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||