Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,312,824
+$111,019 QoQ
Shares Held
9,380
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#1,221
of 2,621 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LVZ, Inc. holds $3,514,772 across 2 Banks - Diversified names. C ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,727 | $2,201,948 | |
| 2 | C |
Citigroup Inc
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|
9,380 | $1,312,824 |
All Filings in C
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,312,824 | 9,380 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,201,805 | 10,597 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,189,187 | 10,191 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,095,997 | 10,798 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $891,887 | 10,478 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $745,253 | 10,498 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $690,737 | 9,813 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $510,064 | 8,148 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $388,882 | 6,128 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $387,281 | 6,124 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $500,099 | 9,722 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $370,745 | 9,014 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $414,636 | 9,006 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $403,910 | 8,614 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $279,385 | 6,177 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $235,727 | 5,657 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $248,437 | 5,402 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $249,805 | 4,678 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $252,007 | 4,173 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $269,982 | 3,847 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $265,241 | 3,749 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $253,752 | 3,488 | Shares | Sole | 2021-04-08 | |
| No filing history on record for this holder in this stock. | ||||||