Position in NDAQ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$482,141
-$36,197 QoQ
Shares Held
6,117
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#643
of 1,081 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $727,461 across 11 Financial Data & Stock Exchanges names. NDAQ ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
This page
|
6,117 | $482,141 | |
| 2 | SPGI |
S&P Global Inc.
|
193 | $70,509 | |
| 3 | MCO |
Moodys Corp /De/
|
90 | $40,762 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
159 | $38,584 | |
| 5 | MSCI |
MSCI Inc.
|
55 | $30,802 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
207 | $25,483 | |
| 7 | CME |
Cme Group Inc.
|
96 | $21,199 | |
| 8 | COIN |
Coinbase Global, Inc.
|
64 | $9,356 |
All Filings in NDAQ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,141 | 6,117 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $518,338 | 6,106 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $602,206 | 6,200 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $533,707 | 6,034 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $539,560 | 6,034 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $459,104 | 6,052 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $466,952 | 6,040 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $440,980 | 6,040 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $364,452 | 6,048 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $381,818 | 6,051 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $352,328 | 6,060 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $295,475 | 6,081 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $301,791 | 6,054 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $328,785 | 6,014 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $374,296 | 6,101 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $345,804 | 6,101 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $304,927 | 1,999 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $359,964 | 2,020 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $419,809 | 1,999 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $382,372 | 1,981 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $348,259 | 1,981 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $292,118 | 1,981 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $262,958 | 1,981 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $236,830 | 1,930 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $230,576 | 1,930 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $183,253 | 1,930 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||