Position in NDAQ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$530,064
+$186,260 QoQ
Shares Held
6,725
+66.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#620
of 1,076 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, 2026Pettee Investors, Inc. holds $3,157,947 across 3 Financial Data & Stock Exchanges names. NDAQ ranks #2 (16.8% of the industry book) .
All Filings in NDAQ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,064 | 6,725 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $343,804 | 4,050 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $393,376 | 4,050 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $358,222 | 4,050 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $362,151 | 4,050 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $307,233 | 4,050 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,088,529 | 27,015 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,972,365 | 27,015 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,627,923 | 27,015 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,704,646 | 27,015 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,570,652 | 27,015 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,312,658 | 27,015 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,346,697 | 27,015 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,476,910 | 27,015 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,657,370 | 27,015 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,531,210 | 27,015 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,373,623 | 9,005 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,604,691 | 9,005 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,891,139 | 9,005 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,738,145 | 9,005 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,583,079 | 9,005 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,327,876 | 9,005 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,016,125 | 7,655 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $939,344 | 7,655 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $914,542 | 7,655 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $793,212 | 8,354 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||