Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$465,367
+$21,821 QoQ
Shares Held
3,325
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,758
of 2,621 holders
Holding Since
Dec 2022
9 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, 2026Spartan Planning & Wealth Management holds $2,501,391 across 3 Banks - Diversified names. C ranks #3 (18.6% of the industry book) .
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,367 | 3,325 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $443,546 | 3,911 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $450,073 | 3,857 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $387,527 | 3,818 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $324,732 | 3,815 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $230,597 | 3,276 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $127,365 | 2,476 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $287 | 7 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $226 | 5 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||