Position in MC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$523
+$352 QoQ
Shares Held
8
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 391 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GILPIN WEALTH MANAGEMENT, LLC holds $356,638 across 12 Capital Markets names. MC ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,146 | $198,011 | |
| 2 | GS |
Goldman Sachs Group Inc
|
150 | $151,705 | |
| 3 | SNEX |
StoneX Group Inc.
|
20 | $1,540 | |
| 4 | BGC |
BGC Group, Inc.
|
83 | $887 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
14 | $833 | |
| 6 | MARA |
MARA Holdings, Inc.
|
56 | $777 | |
| 7 | LAZ |
Lazard, Inc.
|
14 | $587 | |
| 8 | MC |
Moelis & Co
This page
|
8 | $523 |
All Filings in MC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $171 | 3 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $274 | 4 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||