Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,063,696
+$207,451 QoQ
Shares Held
7,600
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,305
of 2,621 holders
Holding Since
Dec 2021
17 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, 2026Next Level Private LLC holds $23,409,431 across 6 Banks - Diversified names. C ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
58,008 | $18,987,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
29,987 | $1,708,659 | |
| 3 | C |
Citigroup Inc
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|
7,600 | $1,063,696 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,869 | $704,106 | |
| 5 | TD |
Toronto Dominion Bank
|
5,023 | $609,942 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,057 | $335,270 |
All Filings in C
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,696 | 7,600 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $856,245 | 7,550 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $801,426 | 6,868 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $698,929 | 6,886 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $584,178 | 6,863 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $486,565 | 6,854 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $481,889 | 6,846 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $425,367 | 6,795 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $490,990 | 7,737 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $486,062 | 7,686 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $433,484 | 8,427 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $357,501 | 8,692 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $399,581 | 8,679 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $392,008 | 8,667 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $360,737 | 8,657 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $461,215 | 8,637 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $524,547 | 8,686 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||