Investment Insight Wealth Management, LLC

Position in C — Citigroup Inc

CIK 1737917 North Massapequa, NY

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$216,378

New position

Shares Held

1,546

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,238

of 2,621 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Investment Insight Wealth Management, LLC holds $1,505,177 across 3 Banks - Diversified names. C ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,532	$828,799
2	CM	Canadian Imperial Bank Of Commerce /Can/	4,000	$460,000
3	C	Citigroup Inc This page	1,546	$216,378

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,378	1,546	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.