Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$936,612
+$61,654 QoQ
Shares Held
6,692
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,382
of 2,621 holders
Holding Since
Dec 2023
11 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, 2026LifePlan Financial, LLC holds $936,612 across 1 Banks - Diversified name. C ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
6,692 | $936,612 |
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,612 | 6,692 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $874,958 | 7,715 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,211,592 | 10,383 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,171,208 | 11,539 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,047,146 | 12,302 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $984,702 | 13,871 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $989,683 | 14,060 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $941,065 | 15,033 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $984,328 | 15,511 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,023,286 | 16,181 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $730,396 | 14,199 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||