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Formidable Asset Management, LLC

Position in MKTW — Marketwise, Inc.

CIK 1592613 CINCINNATI, OH

Position in MKTW

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$267,582
-$13,199 QoQ
Shares Held
14,999
0.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#12
of 50 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MKTW Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Formidable Asset Management, LLC holds $1,203,880 across 3 Financial Data & Stock Exchanges names. MKTW ranks #3 (22.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MKTW
Marketwise, Inc.
This page
14,999 $267,582

All Filings in MKTW

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $267,582 14,999
2026-03-31 $280,781 14,999
2025-12-31 $225,284 14,999
2025-09-30 $247,933 14,999
2025-06-30 $391,384 206,558
2025-03-31 $242,829 491,558
2024-12-31 $289,996 510,558
2024-09-30 $378,281 566,290
2024-06-30 $760,512 655,614
2024-03-31 $1,276,778 738,022
2023-12-31 $1,233,476 451,823
2023-09-30 $1,142,115 713,822
2023-06-30 $949,644 474,822
2023-03-31 $750 467,822
2022-12-31 $662,338 394,249
2022-09-30 $938,787 411,749
2022-06-30 $392,382 108,995
2022-03-31 $1,902,131 402,994
2021-12-31 $426,726 56,595
2021-09-30 $673,190 81,500