Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$965,724
+$250,561 QoQ
Shares Held
6,900
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,366
of 2,621 holders
Holding Since
Mar 2020
23 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, 2026Certified Advisory Corp holds $8,460,032 across 4 Banks - Diversified names. C ranks #2 (11.4% of the industry book) .
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,724 | 6,900 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $715,163 | 6,306 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $736,197 | 6,309 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $643,713 | 6,342 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $539,150 | 6,334 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $449,011 | 6,325 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $470,838 | 6,689 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $426,806 | 6,818 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $451,073 | 7,108 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $433,257 | 6,851 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $469,441 | 9,126 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $683,785 | 16,625 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $522,448 | 11,142 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $531,226 | 11,745 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $513,165 | 12,315 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $557,581 | 12,124 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $661,465 | 12,387 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $691,405 | 11,449 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $802,227 | 11,431 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $795,017 | 11,237 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $815,454 | 11,209 | Shares | Defined | 2021-05-10 | |
| 2020-06-30 | $754,388 | 14,763 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $642,961 | 15,265 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||