Position in NAKA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$17,440
-$10,259 QoQ
Shares Held
1,973
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAKA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SAGESPRING WEALTH PARTNERS, LLC holds $19,164,412 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,504 | $10,623,430 | |
| 2 | MS |
Morgan Stanley
|
23,231 | $4,856,208 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,731 | $1,359,229 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,194 | $1,122,534 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,477 | $563,758 | |
| 6 | EVR |
Evercore Inc.
|
1,105 | $377,291 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
930 | $261,962 |
All Filings in NAKA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,440 | 78,915 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $27,699 | 78,915 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||