Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,519,685
+$73,141 QoQ
Shares Held
10,858
-14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,166
of 2,621 holders
Holding Since
Dec 2021
11 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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $5,537,105 across 3 Banks - Diversified names. C ranks #3 (27.4% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,685 | 10,858 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,446,544 | 12,755 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,783,956 | 15,288 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,455,408 | 14,339 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,309,826 | 15,388 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,011,891 | 14,254 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,127,929 | 16,024 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $964,979 | 15,415 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $863,944 | 13,614 | Shares | Sole | 2024-07-23 | |
| 2022-03-31 | $288,413 | 5,401 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $335,949 | 5,563 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||