Strategic Family Wealth Counselors, L.L.C.

Position in C — Citigroup Inc

CIK 1729755 FAIRFIELD, NJ

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$270,962

-$19,140 QoQ

Shares Held

1,936

-24.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,097

of 2,621 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Family Wealth Counselors, L.L.C. holds $2,945,712 across 5 Banks - Diversified names. C ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,056	$1,654,980
2	BAC	Bank Of America Corp /De/	7,653	$436,067
3	RY	Royal Bank Of Canada	1,499	$310,248
4	WFC	Wells Fargo & Company/Mn	3,309	$273,455
5	C	Citigroup Inc This page	1,936	$270,962

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,962	1,936	-24.3%	Shares	Sole	2026-08-14
2026-03-31	$290,102	2,558	-44.2%	Shares	Sole	2026-05-11
2025-12-31	$534,673	4,582	+84.5%	Shares	Sole	2026-02-04
2025-09-30	$252,024	2,483	-20.4%	Shares	Sole	2025-11-10
2025-06-30	$265,574	3,120	+4.5%	Shares	Sole	2025-08-13
2025-03-31	$211,905	2,985	+0.8%	Shares	Sole	2025-05-08
2024-12-31	$208,354	2,960	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.