Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,114,501
+$412,947 QoQ
Shares Held
7,963
+28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,283
of 2,621 holders
Holding Since
Sep 2024
8 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $2,634,227 across 4 Banks - Diversified names. C ranks #2 (42.3% of the industry book) .
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,501 | 7,963 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $701,554 | 6,186 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $676,101 | 5,794 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $504,556 | 4,971 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $422,365 | 4,962 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $305,257 | 4,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $292,963 | 4,162 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $235,376 | 3,760 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||