Position in C
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$698,399
+$179,551 QoQ
Shares Held
4,990
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,537
of 2,621 holders
Holding Since
Jun 2023
7 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, 2026Worth Asset Management, LLC holds $1,776,089 across 3 Banks - Diversified names. C ranks #2 (39.3% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,399 | 4,990 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $518,848 | 4,575 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $473,876 | 4,061 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,706,824 | 16,816 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $408,475 | 5,754 | Shares | Sole | 2025-04-09 | |
| 2023-12-31 | $439,297 | 8,540 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $5,755 | 125 | Shares | Sole | 2023-07-11 | |
| No filing history on record for this holder in this stock. | ||||||