Bright Futures Wealth Management, LLC.
Position in C — Citigroup Inc
CIK 1803980
WEBSTER, NY 14580, NY
Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$289,857
+$51,243 QoQ
Shares Held
2,071
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,041
of 2,621 holders
Holding Since
Mar 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, 2026Bright Futures Wealth Management, LLC. holds $1,877,629 across 3 Banks - Diversified names. C ranks #3 (15.4% 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 | $289,857 | 2,071 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $238,614 | 2,104 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $232,446 | 1,992 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $200,158 | 1,972 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $398,699 | 6,369 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $385,392 | 6,073 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $384,246 | 6,076 | Shares | Sole | 2024-06-28 | |
| No filing history on record for this holder in this stock. | ||||||