Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$566,138
+$119,530 QoQ
Shares Held
4,045
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,655
of 2,621 holders
Holding Since
Mar 2024
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, 2026Beaumont Financial Advisors, LLC holds $10,266,162 across 4 Banks - Diversified names. C ranks #3 (5.5% 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 | $566,138 | 4,045 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $446,608 | 3,938 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $459,991 | 3,942 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $396,865 | 3,910 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $338,437 | 3,976 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $309,516 | 4,360 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $264,877 | 3,763 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $236,440 | 3,777 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $249,651 | 3,934 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $241,070 | 3,812 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||