Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$831,502
+$222,377 QoQ
Shares Held
5,941
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,445
of 2,621 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $2,476,927 across 4 Banks - Diversified names. C ranks #2 (33.6% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,502 | 5,941 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $609,125 | 5,371 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $915,899 | 7,849 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $661,983 | 6,522 | Shares | Sole | 2025-11-20 | |
| 2022-09-30 | $242,061 | 5,809 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $267,155 | 5,809 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $310,200 | 5,809 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||