Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$195,944
+$37,170 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,296
of 2,621 holders
Holding Since
Dec 2021
18 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, 2026LFA - Lugano Financial Advisors SA holds $1,137,227 across 4 Banks - Diversified names. C ranks #3 (17.2% of the industry book) .
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,944 | 1,400 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $158,774 | 1,400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $163,366 | 1,400 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $142,100 | 1,400 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $119,168 | 1,400 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $99,386 | 1,400 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $98,546 | 1,400 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $87,640 | 1,400 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $88,844 | 1,400 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $88,536 | 1,400 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $57,582 | 1,400 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $154,464 | 3,355 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $91,669 | 1,955 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $171,783 | 3,798 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $337,360 | 8,096 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $197,665 | 4,298 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $202,813 | 3,798 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $229,361 | 3,798 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||