Position in NDAQ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$51,784
-$3,734 QoQ
Shares Held
657
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#878
of 1,076 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $75,466 across 2 Financial Data & Stock Exchanges names. NDAQ ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
This page
|
657 | $51,784 | |
| 2 | COIN |
Coinbase Global, Inc.
|
162 | $23,682 |
All Filings in NDAQ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,784 | 657 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $55,518 | 654 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $63,328 | 652 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $57,492 | 650 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $49,005 | 646 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $49,787 | 644 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $46,872 | 642 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $38,626 | 641 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,194 | 637 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $36,918 | 635 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||