Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$213,578
-$66,079 QoQ
Shares Held
1,526
-75.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,247
of 2,621 holders
Holding Since
Dec 2022
2 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, 2026Aletheian Wealth Advisors LLC holds $1,898,933 across 5 Banks - Diversified names. C ranks #4 (11.2% of the industry book) .
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,578 | 1,526 | Shares | Sole | 2026-07-09 | |
| 2022-12-31 | $279,657 | 6,183 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||