Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$477,403
+$83,304 QoQ
Shares Held
3,411
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,740
of 2,621 holders
Holding Since
Jun 2023
13 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, 2026Lifestyle Asset Management, Inc. holds $1,296,885 across 3 Banks - Diversified names. C ranks #1 (36.8% of the industry book) .
All Filings in C
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,403 | 3,411 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $394,099 | 3,475 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $380,876 | 3,264 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $363,167 | 3,578 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $321,583 | 3,778 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $254,144 | 3,580 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $270,579 | 3,844 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $233,498 | 3,730 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $226,552 | 3,570 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $268,706 | 4,249 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $257,200 | 5,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $220,950 | 5,372 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $231,028 | 5,018 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||