Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,868,956
+$974,699 QoQ
Shares Held
49,078
-5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#674
of 2,621 holders
Holding Since
Mar 2021
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, 2026WealthShield Partners, LLC holds $18,522,553 across 5 Banks - Diversified names. C ranks #2 (37.1% 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 | $6,868,956 | 49,078 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,894,257 | 51,973 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,970,093 | 51,162 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,180,154 | 51,036 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,382,658 | 51,488 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,343,629 | 47,100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,905,769 | 41,281 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,498,929 | 39,919 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,847,764 | 29,117 | Shares | Sole | 2024-07-26 | |
| 2021-12-31 | $291,321 | 4,824 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $60,208 | 851 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $25,971 | 357 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||