Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$204,201
+$2,592 QoQ
Shares Held
1,459
-54.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,278
of 2,621 holders
Holding Since
Sep 2023
3 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, 2026Nicholas Wealth, LLC. holds $3,388,960 across 3 Banks - Diversified names. C ranks #3 (6.0% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,201 | 1,459 | Shares | Sole | 2026-07-24 | |
| 2024-03-31 | $201,609 | 3,188 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $103,812 | 2,524 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||