Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$414,141
+$78,561 QoQ
Shares Held
2,959
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,821
of 2,621 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Paulson Wealth Management Inc. holds $3,309,280 across 3 Banks - Diversified names. C ranks #2 (12.5% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,141 | 2,959 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $335,580 | 2,959 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $334,550 | 2,867 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $301,150 | 2,967 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $215,523 | 2,532 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $314,080 | 4,462 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $306,552 | 4,897 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $306,829 | 4,835 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $305,765 | 4,835 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $264,144 | 5,135 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||