Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$335,904
+$65,081 QoQ
Shares Held
2,400
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,942
of 2,621 holders
Holding Since
Dec 2021
10 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, 2026Investmark Advisory Group LLC holds $1,550,815 across 3 Banks - Diversified names. C ranks #2 (21.7% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,904 | 2,400 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $270,823 | 2,388 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $277,255 | 2,376 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $239,743 | 2,362 | Shares | Sole | 2025-10-23 | |
| 2024-03-31 | $229,118 | 3,623 | Shares | Sole | 2024-05-17 | |
| 2023-03-31 | $330,808 | 7,055 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $313,691 | 7,528 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $331,082 | 7,199 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $381,169 | 7,138 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $428,044 | 7,088 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||