True Link Financial Advisors, LLC
Position in SNEX — StoneX Group Inc.
CIK 1846236
SAN FRANCISCO, CA
Position in SNEX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$5,645
New position
Shares Held
105
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026True Link Financial Advisors, LLC holds $402,820 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,927 | $402,820 |
All Filings in SNEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,645 | 70 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||