Invst, LLC

Position in C — Citigroup Inc

CIK 1867587 INDIANAPOLIS, IN

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,343,755

+$263,979 QoQ

Shares Held

9,601

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,212

of 2,621 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Invst, LLC holds $5,413,574 across 3 Banks - Diversified names. C ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,563	$2,802,926
2	C	Citigroup Inc This page	9,601	$1,343,755
3	BAC	Bank Of America Corp /De/	22,234	$1,266,893

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,343,755	9,601	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$1,079,776	9,521	-33.2%	Shares	Sole	2026-05-13
2023-12-31	$733,277	14,255	-5.7%	Shares	Sole	2024-02-07
2023-09-30	$621,556	15,112	-12.1%	Shares	Sole	2023-11-21
2023-06-30	$791,749	17,197	-4.7%	Shares	Sole	2023-07-28
2023-03-31	$845,754	18,037	—	Shares	Sole	2023-04-28
No filing history on record for this holder in this stock.