Position in NDAQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,145,648
+$6,764 QoQ
Shares Held
14,535
+8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#487
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, 2026WCG Wealth Advisors LLC holds $13,709,578 across 4 Financial Data & Stock Exchanges names. NDAQ ranks #4 (8.4% of the industry book) .
All Filings in NDAQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,145,648 | 14,535 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,138,884 | 13,416 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,442,380 | 14,850 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||