Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$442,273
+$84,011 QoQ
Shares Held
3,160
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,789
of 2,621 holders
Holding Since
Sep 2023
9 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, 2026Connecticut Wealth Management, LLC holds $12,228,299 across 5 Banks - Diversified names. C ranks #4 (3.6% of the industry book) .
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,273 | 3,160 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $358,262 | 3,159 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $335,950 | 2,879 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $264,204 | 2,603 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $306,602 | 3,602 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $231,438 | 3,647 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $258,335 | 4,085 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $404,164 | 7,857 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $323,857 | 7,874 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||