Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$449,131
+$89,395 QoQ
Shares Held
3,209
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,781
of 2,621 holders
Holding Since
Jun 2025
5 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, 2026Concentrum Wealth Management holds $2,670,198 across 5 Banks - Diversified names. C ranks #2 (16.8% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,131 | 3,209 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $359,736 | 3,172 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $297,559 | 2,550 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $261,565 | 2,577 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $214,161 | 2,516 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||