Position in NDAQ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$450,850
-$67,488 QoQ
Shares Held
5,720
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#655
of 1,081 holders
Holding Since
Dec 2022
15 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, 2026Hoxton Planning & Management, LLC holds $976,396 across 2 Financial Data & Stock Exchanges names. NDAQ ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,442 | $525,546 | |
| 2 | NDAQ |
Nasdaq, Inc.
This page
|
5,720 | $450,850 |
All Filings in NDAQ
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,850 | 5,720 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $518,338 | 6,106 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $595,018 | 6,126 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $540,694 | 6,113 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $546,624 | 6,113 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $463,732 | 6,113 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $482,414 | 6,240 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $455,436 | 6,238 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $375,480 | 6,231 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $393,365 | 6,234 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $362,793 | 6,240 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $323,463 | 6,657 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $355,978 | 7,141 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $393,022 | 7,189 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $441,965 | 7,204 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||