Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$218,337
-$107,928 QoQ
Shares Held
1,560
-44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,234
of 2,621 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $3,897,971 across 3 Banks - Diversified names. C ranks #2 (5.6% of the industry book) .
All Filings in C
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,337 | 1,560 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $326,265 | 2,796 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $312,721 | 3,081 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $301,580 | 3,543 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $264,295 | 3,723 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $354,272 | 5,033 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $318,383 | 5,086 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $337,987 | 5,326 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $370,143 | 5,853 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $367,024 | 7,135 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $237,196 | 5,767 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $293,827 | 6,382 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $326,260 | 6,958 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $315,841 | 6,983 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $265,771 | 6,378 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $295,163 | 6,418 | Shares | Sole | 2022-07-26 | |
| 2021-12-31 | $322,301 | 5,337 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $278,754 | 3,972 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $274,297 | 3,877 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $242,766 | 3,337 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $241,830 | 3,922 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||