Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$96,712
+$29,120 QoQ
Shares Held
691
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,361
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $1,062,299 across 5 Banks - Diversified names. C ranks #4 (9.1% of the industry book) .
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,712 | 691 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $67,592 | 596 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $40,958 | 351 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33,596 | 331 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $28,174 | 331 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $23,497 | 331 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||