Position in NDAQ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$288,008
-$94,336 QoQ
Shares Held
3,654
-18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#748
of 1,081 holders
Holding Since
Dec 2025
3 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, 2026Wellspring Financial Advisors, LLC holds $3,820,832 across 6 Financial Data & Stock Exchanges names. NDAQ ranks #6 (7.5% of the industry book) .
All Filings in NDAQ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,008 | 3,654 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $382,344 | 4,504 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $498,762 | 5,135 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||