Position in C
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,433,904
+$437,662 QoQ
Shares Held
17,390
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#984
of 2,621 holders
Holding Since
Dec 2021
19 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, 2026Consilium Wealth Advisory, LLC holds $20,829,879 across 4 Banks - Diversified names. C ranks #3 (11.7% of the industry book) .
All Filings in C
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,433,904 | 17,390 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,996,242 | 17,602 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,758,868 | 15,073 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,515,395 | 14,930 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,348,215 | 15,839 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,781,778 | 25,099 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,815,569 | 25,793 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,364,554 | 21,798 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,032,303 | 16,267 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,497,523 | 23,680 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $905,909 | 17,611 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $603,747 | 14,679 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $899,299 | 19,533 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,132,159 | 24,145 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,141,424 | 25,236 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,370,609 | 32,892 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,239,338 | 26,948 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,676,599 | 31,397 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,916,355 | 31,733 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||