First Heartland Consultants, Inc.

Position in C — Citigroup Inc

CIK 1428793 LAKE ST. LOUIS, MO

Position in C

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$282,159

+$74,279 QoQ

Shares Held

2,016

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,067

of 2,621 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

First Heartland Consultants, Inc. holds $4,586,296 across 5 Banks - Diversified names. C ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,168	$2,673,631
2	WFC	Wells Fargo & Company/Mn	9,166	$757,478
3	BAC	Bank Of America Corp /De/	9,964	$567,748
4	RY	Royal Bank Of Canada	1,475	$305,280
5	C	Citigroup Inc This page	2,016	$282,159

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,159	2,016	+10.0%	Shares	Sole	2026-07-08
2026-03-31	$207,880	1,833	-60.7%	Shares	Sole	2026-04-08
2025-12-31	$544,242	4,664	+0.1%	Shares	Sole	2026-01-09
2025-09-30	$472,888	4,659	-6.7%	Shares	Sole	2025-11-10
2025-06-30	$425,174	4,995	+11.0%	Shares	Sole	2025-08-15
2025-03-31	$319,596	4,502	-19.1%	Shares	Sole	2025-05-07
2021-06-30	$393,794	5,566	-5.1%	Shares	Sole	2021-08-16
2021-03-31	$426,824	5,867	+0.5%	Shares	Sole	2021-05-17
2020-12-31	$359,909	5,837	-9.1%	Shares	Sole	2021-01-29
2020-09-30	$276,766	6,420	-2.8%	Shares	Sole	2020-10-21
2020-06-30	$337,413	6,603	+35.6%	Shares	Sole	2020-07-16
2020-03-31	$205,040	4,868	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.