Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$572,296
+$68,870 QoQ
Shares Held
4,089
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,643
of 2,621 holders
Holding Since
Mar 2023
12 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, 2026Wealth Management Partners, LLC holds $4,886,657 across 3 Banks - Diversified names. C ranks #2 (11.7% of the industry book) .
All Filings in C
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,296 | 4,089 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $503,426 | 4,439 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $500,366 | 4,288 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $419,804 | 4,136 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $352,056 | 4,136 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $247,471 | 3,486 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $314,572 | 4,469 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $434,068 | 6,934 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $305,244 | 5,934 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $269,771 | 6,559 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $294,609 | 6,399 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $305,441 | 6,514 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||