Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$616,523
+$116,952 QoQ
Shares Held
4,405
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,607
of 2,621 holders
Holding Since
Sep 2020
12 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, 2026Beirne Wealth Consulting Services, LLC holds $2,608,283 across 4 Banks - Diversified names. C ranks #4 (23.6% of the industry book) .
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,523 | 4,405 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $499,571 | 4,405 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $506,317 | 4,339 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $440,408 | 4,339 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $369,335 | 4,339 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $308,025 | 4,339 | Shares | Sole | 2025-05-01 | |
| 2021-12-31 | $209,915 | 3,476 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $243,945 | 3,476 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $245,927 | 3,476 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $237,601 | 3,266 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,274,573 | 20,671 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $918,932 | 21,316 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||