Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$406,723
+$105,847 QoQ
Shares Held
2,906
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,828
of 2,621 holders
Holding Since
Mar 2020
18 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, 2026Apriem Advisors holds $17,002,564 across 4 Banks - Diversified names. C ranks #3 (2.4% of the industry book) .
All Filings in C
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,723 | 2,906 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $300,876 | 2,653 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,336 | 2,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $239,540 | 2,360 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $227,593 | 3,206 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $214,900 | 3,053 | Shares | Sole | 2025-02-05 | |
| 2023-03-31 | $207,160 | 4,418 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $209,369 | 4,629 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $203,229 | 4,419 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $230,421 | 4,315 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $320,731 | 5,311 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $407,745 | 5,810 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $440,984 | 6,233 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $460,653 | 6,332 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $465,779 | 7,554 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $330,869 | 7,675 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $412,121 | 8,065 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $264,134 | 6,271 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||