Position in C
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$331,845
+$60,002 QoQ
Shares Held
2,371
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,946
of 2,621 holders
Holding Since
Mar 2024
10 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, 2026IVC Wealth Advisors LLC holds $3,157,517 across 4 Banks - Diversified names. C ranks #4 (10.5% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,845 | 2,371 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $271,843 | 2,397 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $276,905 | 2,373 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $257,708 | 2,539 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $214,587 | 2,521 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $209,704 | 2,954 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $236,228 | 3,356 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $214,405 | 3,425 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $215,129 | 3,390 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $214,889 | 3,398 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||