Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$649,274
+$71,564 QoQ
Shares Held
4,639
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,573
of 2,617 holders
Holding Since
Jun 2024
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, 2026Opal Wealth Advisors, LLC holds $2,627,471 across 3 Banks - Diversified names. C ranks #3 (24.7% 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 | $649,274 | 4,639 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $577,710 | 5,094 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $609,355 | 5,222 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $547,186 | 5,391 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $612,949 | 7,201 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $469,243 | 6,610 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $457,605 | 6,501 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $386,555 | 6,175 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $282,079 | 4,445 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||