Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$396,506
+$64,329 QoQ
Shares Held
2,833
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,840
of 2,621 holders
Holding Since
Mar 2020
21 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, 2026TRUE Private Wealth Advisors holds $10,105,536 across 4 Banks - Diversified names. C ranks #4 (3.9% of the industry book) .
All Filings in C
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,506 | 2,833 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $332,177 | 2,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,920 | 3,033 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $310,894 | 3,063 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,295 | 2,964 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $209,988 | 2,958 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $207,720 | 2,951 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $215,531 | 3,443 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $225,409 | 3,552 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $209,008 | 3,305 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $213,218 | 4,145 | Shares | Sole | 2024-01-30 | |
| 2022-06-30 | $224,201 | 4,875 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $383,892 | 7,189 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $593,814 | 9,833 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $649,165 | 9,250 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $689,246 | 9,742 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $766,857 | 10,541 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $597,855 | 9,696 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $72,079 | 1,672 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $85,234 | 1,668 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $360,589 | 8,561 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||