Position in C
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,767,765
+$1,388,162 QoQ
Shares Held
48,355
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
10.23%
of 13F equity value
Holder Rank
#679
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Spahn Wealth & Retirement LLC holds $10,839,584 across 3 Banks - Diversified names. C ranks #1 (62.4% 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 | $6,767,765 | 48,355 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,379,603 | 47,435 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,107,487 | 95,188 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,740,549 | 95,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,572,009 | 100,705 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $7,273,919 | 102,464 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $3,969,362 | 56,391 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||