Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$603,647
+$80,487 QoQ
Shares Held
4,313
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,614
of 2,621 holders
Holding Since
Mar 2020
26 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, 2026CFM WEALTH PARTNERS LLC holds $17,083,138 across 4 Banks - Diversified names. C ranks #3 (3.5% of the industry book) .
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,647 | 4,313 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $523,160 | 4,613 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $450,773 | 3,863 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $392,094 | 3,863 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $328,818 | 3,863 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $274,234 | 3,863 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $305,703 | 4,343 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $253,091 | 4,043 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $260,122 | 4,099 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $309,812 | 4,899 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $262,292 | 5,099 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $221,690 | 5,390 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $256,626 | 5,574 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $281,011 | 5,993 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $230,808 | 5,103 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $213,975 | 5,135 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $245,356 | 5,335 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $290,389 | 5,438 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $286,127 | 4,738 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $339,530 | 4,838 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $317,313 | 4,485 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $326,283 | 4,485 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $339,746 | 5,510 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $325,264 | 7,545 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $375,585 | 7,350 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $314,510 | 7,467 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||