Position in HOOD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,541,604
+$585,611 QoQ
Shares Held
15,373
+11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#594
of 1,380 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, 2026BROWN WEALTH MANAGEMENT, LLC holds $2,198,138 across 3 Capital Markets names. HOOD ranks #1 (70.1% 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 | $1,541,604 | 15,373 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $955,993 | 13,795 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,410,357 | 12,470 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,000,510 | 13,972 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,672,793 | 17,866 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $426,896 | 10,257 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||