Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,927,823
+$401,502 QoQ
Shares Held
20,919
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#910
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $6,822,913 across 3 Banks - Diversified names. C ranks #1 (42.9% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,927,823 | 20,919 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,526,321 | 22,276 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,556,677 | 21,910 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,236,451 | 22,034 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,853,317 | 21,773 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,437,121 | 20,244 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,427,579 | 20,281 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||