Position in TW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$184,171
-$67,150 QoQ
Shares Held
1,848
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#441
of 560 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. TW ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,286 | $362,240 |
All Filings in TW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,171 | 1,848 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $251,321 | 2,136 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $224,005 | 2,083 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $195,657 | 1,763 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $270,840 | 1,850 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $278,807 | 1,878 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $223,873 | 1,710 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $210,115 | 1,699 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $178,186 | 1,681 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $172,505 | 1,656 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $152,314 | 1,676 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $108,911 | 1,358 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $90,256 | 1,318 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $120,110 | 1,520 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $80,058 | 1,233 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $55,855 | 990 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $84,357 | 1,236 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $73,986 | 842 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $78,609 | 785 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $53,072 | 657 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $39,574 | 468 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $28,416 | 384 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,363 | 230 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,626 | 97 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||