Position in NDAQ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$811,846
-$127,631 QoQ
Shares Held
10,300
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#546
of 1,081 holders
Holding Since
Mar 2020
18 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,123,974 across 9 Financial Data & Stock Exchanges names. NDAQ ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,389 | $2,515,032 | |
| 2 | SPGI |
S&P Global Inc.
|
5,874 | $2,263,143 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,083 | $1,364,428 | |
| 4 | NDAQ |
Nasdaq, Inc.
This page
|
10,300 | $811,846 | |
| 5 | COIN |
Coinbase Global, Inc.
|
5,335 | $779,923 | |
| 6 | MCO |
Moodys Corp /De/
|
964 | $436,614 | |
| 7 | MSCI |
MSCI Inc.
|
770 | $431,230 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,256 | $304,793 |
All Filings in NDAQ
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,846 | 10,300 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $939,477 | 11,067 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,003,450 | 10,331 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $286,843 | 3,243 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $641,856 | 7,178 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $524,192 | 6,910 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $818,326 | 10,585 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,852,190 | 25,369 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,603,157 | 26,604 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,691,206 | 26,802 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,437,278 | 24,721 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,109,601 | 22,836 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,162,452 | 23,319 | Shares | Sole | 2023-08-14 | |
| 2021-03-31 | $245,373 | 1,664 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $871,173 | 6,563 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $773,072 | 6,300 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $668,314 | 5,594 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $513,299 | 5,406 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||