Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$443,673
+$143,704 QoQ
Shares Held
3,170
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,784
of 2,617 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Assets Advisory, LLC holds $2,976,111 across 4 Banks - Diversified names. C ranks #4 (14.9% 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 | $443,673 | 3,170 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $299,969 | 2,645 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $279,705 | 2,397 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $231,826 | 2,284 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $337,628 | 4,756 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $517 | 32,795 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||