Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$669,568
+$118,850 QoQ
Shares Held
4,784
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,564
of 2,621 holders
Holding Since
Mar 2021
9 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, 2026Alta Wealth Advisors LLC holds $5,507,753 across 3 Banks - Diversified names. C ranks #2 (12.2% of the industry book) .
All Filings in C
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,568 | 4,784 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $550,718 | 4,856 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $569,213 | 4,878 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $469,742 | 4,628 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $391,807 | 4,603 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $396,195 | 5,581 | Shares | Sole | 2025-04-24 | |
| 2022-03-31 | $1,459,956 | 27,340 | Shares | Sole | 2022-04-27 | |
| 2021-06-30 | $286,325 | 4,047 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $358,075 | 4,922 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||