Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,387,131
+$1,841,121 QoQ
Shares Held
74,215
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#565
of 2,621 holders
Holding Since
Mar 2022
18 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, 2026Hedeker Wealth, LLC holds $16,209,677 across 2 Banks - Diversified names. C ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
74,215 | $10,387,131 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
17,788 | $5,822,546 |
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,387,131 | 74,215 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,546,010 | 75,355 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,629,925 | 73,956 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,333,432 | 91,955 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,653,990 | 89,920 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,301,640 | 88,768 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,318,417 | 89,763 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,615,971 | 89,712 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,630,425 | 88,724 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,666,051 | 89,596 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,806,405 | 73,997 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,136,937 | 100,582 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,837,146 | 105,064 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,997,301 | 106,575 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,712,106 | 104,181 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,196,252 | 100,702 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,913,873 | 41,615 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,088,571 | 76,565 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||