Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,736,763
+$366,544 QoQ
Shares Held
12,409
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,112
of 2,617 holders
Holding Since
Jun 2020
23 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, 2026RMR Wealth Builders holds $17,196,407 across 5 Banks - Diversified names. C ranks #2 (10.1% of the industry book) .
All Filings in C
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,763 | 12,409 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,370,219 | 12,082 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,407,164 | 12,059 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,228,860 | 12,107 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $995,052 | 11,690 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $795,442 | 11,205 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $804,698 | 11,432 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $725,659 | 11,592 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $716,907 | 11,297 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $675,782 | 10,686 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $534,461 | 10,390 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $425,818 | 10,353 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $485,722 | 10,550 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $492,954 | 10,513 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $489,795 | 10,829 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $446,452 | 10,714 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $484,918 | 10,544 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $220,014 | 3,135 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $228,522 | 3,230 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $302,058 | 4,152 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $197,250 | 3,199 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $232,664 | 5,397 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $171,287 | 3,352 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||