Mowery & Schoenfeld Wealth Management, LLC
Position in NDAQ — Nasdaq, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in NDAQ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,783
-$291 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,017
of 1,076 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $59,163 across 4 Financial Data & Stock Exchanges names. NDAQ ranks #4 (6.4% of the industry book) .
All Filings in NDAQ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,783 | 48 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,074 | 48 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,662 | 48 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,245 | 48 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,292 | 48 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,641 | 48 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,252 | 55 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||