Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$295,315
-$11,909 QoQ
Shares Held
2,110
-68.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#2,028
of 2,621 holders
Holding Since
Dec 2020
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, 2026Laidlaw Wealth Management LLC holds $1,222,096 across 3 Banks - Diversified names. C ranks #3 (24.2% 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 | $295,315 | 2,110 | Shares | Sole | 2026-08-11 | |
| 2023-06-30 | $307,224 | 6,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $223,665 | 4,770 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $215,566 | 4,766 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $200,099 | 4,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $532,794 | 11,585 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $273,461 | 5,121 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $364,695 | 6,039 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $244,913 | 3,972 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||