Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,033,884
+$214,497 QoQ
Shares Held
7,387
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,322
of 2,621 holders
Holding Since
Dec 2023
11 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, 2026TrueWealth Advisors, LLC holds $3,262,382 across 3 Banks - Diversified names. C ranks #2 (31.7% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,033,884 | 7,387 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $819,387 | 7,225 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $755,100 | 6,471 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $688,880 | 6,787 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $596,435 | 7,007 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $460,512 | 6,487 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $421,284 | 5,985 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $347,304 | 5,548 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $321,615 | 5,068 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $305,449 | 4,830 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $252,827 | 4,915 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||