Position in NDAQ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,207,658
-$209,164 QoQ
Shares Held
40,696
+1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#338
of 1,076 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $8,178,904 across 5 Financial Data & Stock Exchanges names. NDAQ ranks #1 (39.2% of the industry book) .
All Filings in NDAQ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,207,658 | 40,696 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,416,822 | 40,250 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,685,403 | 37,943 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,924,599 | 33,065 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,294,427 | 25,659 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,620,748 | 21,365 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,291,154 | 16,701 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||