Twelve Points Wealth Management LLC

Position in C — Citigroup Inc

CIK 1877090 CONCORD, MA

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$851,656

+$128,214 QoQ

Shares Held

6,085

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,436

of 2,621 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Financial Services · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $6,053,599 across 3 Banks - Diversified names. C ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,139	$4,955,448
2	C	Citigroup Inc This page	6,085	$851,656
3	BAC	Bank Of America Corp /De/	4,326	$246,495

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,656	6,085	-4.6%	Shares	Sole	2026-08-07
2026-03-31	$723,442	6,379	-0.6%	Shares	Sole	2026-04-14
2025-12-31	$749,149	6,420	-31.7%	Shares	Sole	2026-01-23
2025-09-30	$953,795	9,397	-19.4%	Shares	Sole	2025-10-22
2025-06-30	$992,754	11,663	-2.6%	Shares	Sole	2025-07-16
2025-03-31	$850,105	11,975	-0.4%	Shares	Sole	2025-04-30
2024-12-31	$846,298	12,023	+12.5%	Shares	Sole	2025-01-23
2024-09-30	$669,006	10,687	+8.3%	Shares	Sole	2024-10-16
2024-06-30	$626,350	9,870	+9.4%	Shares	Sole	2024-07-12
2024-03-31	$570,804	9,026	-6.9%	Shares	Sole	2024-04-15
2023-12-31	$498,968	9,700	+3.2%	Shares	Sole	2024-01-12
2023-09-30	$386,745	9,403	+9.7%	Shares	Sole	2023-10-18
2023-06-30	$394,516	8,569	+13.8%	Shares	Sole	2023-07-13
2023-03-31	$353,128	7,531	+18.9%	Shares	Sole	2023-04-18
2022-12-31	$286,486	6,334	-56.9%	Shares	Sole	2023-01-17
2022-09-30	$611,923	14,685	+3.9%	Shares	Sole	2022-10-20
2022-06-30	$650,114	14,136	+10.0%	Shares	Sole	2022-07-18
2022-03-31	$685,976	12,846	+5.6%	Shares	Sole	2022-05-11
2021-12-31	$734,523	12,163	—	Shares	Sole	2022-03-18
No filing history on record for this holder in this stock.