Position in HOOD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,810,138
+$960,453 QoQ
Shares Held
37,995
-7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.65%
of 13F equity value
Holder Rank
#444
of 1,380 holders
Holding Since
Dec 2024
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, 2026Financial Life Planners holds $5,173,422 across 5 Capital Markets names. HOOD ranks #1 (73.6% 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 | $3,810,138 | 37,995 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,849,685 | 41,121 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,681,774 | 41,395 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,825,564 | 40,687 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,558,782 | 38,009 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $190,473 | 5,112 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||