Position in HOOD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,747,780
+$877,442 QoQ
Shares Held
17,429
+38.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#576
of 1,386 holders
Holding Since
Mar 2025
6 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, 2026Nicholas Wealth, LLC. holds $6,273,080 across 4 Capital Markets names. HOOD ranks #1 (27.9% of the industry book) .
All Filings in HOOD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,747,780 | 17,429 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $870,338 | 12,559 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,507,509 | 13,329 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,909,591 | 13,337 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,308,760 | 13,978 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $813,254 | 19,540 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||