Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,632,633
+$296,664 QoQ
Shares Held
11,665
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,133
of 2,621 holders
Holding Since
Dec 2021
15 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, 2026WEALTH EFFECTS LLC holds $13,299,811 across 5 Banks - Diversified names. C ranks #2 (12.3% of the industry book) .
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,632,633 | 11,665 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,335,969 | 11,780 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,397,946 | 11,980 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,670,893 | 16,462 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,400,990 | 16,459 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $965,464 | 13,600 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $629,990 | 8,950 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $554,010 | 8,850 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $602,870 | 9,500 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $518,568 | 8,200 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $288,064 | 5,600 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $230,328 | 5,600 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $212,474 | 4,615 | Shares | Sole | 2023-07-18 | |
| 2022-03-31 | $447,225 | 8,375 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $679,266 | 11,248 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||