Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,178,183
+$167,247 QoQ
Shares Held
8,418
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#1,264
of 2,621 holders
Holding Since
Dec 2020
4 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, 2026Urban Wealth Management, LLC holds $2,757,497 across 4 Banks - Diversified names. C ranks #1 (42.7% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,178,183 | 8,418 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,010,936 | 8,914 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,094,668 | 9,381 | Shares | Sole | 2026-01-30 | |
| 2020-12-31 | $456,345 | 7,401 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||