LEVEL FOUR ADVISORY SERVICES, LLC

Position in NDAQ — Nasdaq, Inc.

CIK 1696715 DALLAS, TX

Position in NDAQ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$330,255

-$24,245 QoQ

Shares Held

4,190

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#719

of 1,076 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $10,871,462 across 6 Financial Data & Stock Exchanges names. NDAQ ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	46,516	$5,726,584
2	CME	Cme Group Inc.	13,259	$2,927,984
3	MORN	Morningstar, Inc.	7,818	$1,219,764
4	SPGI	S&P Global Inc.	1,181	$454,909
5	NDAQ	Nasdaq, Inc. This page	4,190	$330,255
6	MCO	Moodys Corp /De/	468	$211,966

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,255	4,190	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$354,500	4,176	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$405,420	4,174	-5.6%	Shares	Sole	2026-02-13
2025-09-30	$391,125	4,422	-2.2%	Shares	Sole	2025-11-12
2025-06-30	$404,446	4,523	-3.7%	Shares	Sole	2025-08-13
2025-03-31	$356,162	4,695	-76.2%	Shares	Sole	2025-05-14
2024-12-31	$1,526,872	19,750	-0.7%	Shares	Sole	2025-02-12
2024-09-30	$1,451,511	19,881	+4.2%	Shares	Sole	2024-11-14
2024-06-30	$1,149,881	19,082	+348.0%	Shares	Sole	2024-08-09
2024-03-31	$268,742	4,259	0.0%	Shares	Sole	2024-05-13
2023-12-31	$247,618	4,259	-6.2%	Shares	Sole	2024-02-08
2023-09-30	$220,647	4,541	-4.6%	Shares	Sole	2023-11-13
2023-06-30	$237,286	4,760	+13.7%	Shares	Sole	2023-07-10
2023-03-31	$228,793	4,185	—	Shares	Sole	2023-06-05
No filing history on record for this holder in this stock.