Position in NDAQ
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$8,512
+$2,995 QoQ
Shares Held
108
+66.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#967
of 1,076 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $251,245 across 10 Financial Data & Stock Exchanges names. NDAQ ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
238 | $91,633 | |
| 2 | MCO |
Moodys Corp /De/
|
176 | $79,713 | |
| 3 | CME |
Cme Group Inc.
|
164 | $36,216 | |
| 4 | FDS |
Factset Research Systems Inc
|
78 | $17,946 | |
| 5 | NDAQ |
Nasdaq, Inc.
This page
|
108 | $8,512 | |
| 6 | COIN |
Coinbase Global, Inc.
|
34 | $4,970 | |
| 7 | MSCI |
MSCI Inc.
|
7 | $3,920 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
15 | $3,640 |
All Filings in NDAQ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,512 | 108 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,517 | 65 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,050 | 52 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,299 | 26 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,146 | 24 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $379 | 5 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||