Position in STEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,944
New position
Shares Held
24,641
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 52 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026IHT Wealth Management, LLC holds $11,887,685 across 10 Capital Markets names. STEX ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,463 | $6,536,484 | |
| 2 | MS |
Morgan Stanley
|
9,521 | $1,990,269 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,056 | $743,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,004 | $702,360 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,207 | $621,667 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,865 | $423,449 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
5,898 | $351,343 | |
| 8 | CLSK |
Cleanspark, Inc.
|
17,950 | $261,172 |
All Filings in STEX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,944 | 24,641 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||