Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$363,196
+$70,258 QoQ
Shares Held
2,595
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,890
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Whelan Financial holds $3,553,302 across 3 Banks - Diversified names. C ranks #3 (10.2% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,196 | 2,595 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $292,938 | 2,583 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $340,268 | 2,916 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $267,351 | 2,634 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||