Position in C
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$585,592
+$266,570 QoQ
Shares Held
4,184
+48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,633
of 2,621 holders
Holding Since
Mar 2025
6 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, 2026Goldstein Advisors, LLC holds $3,071,685 across 5 Banks - Diversified names. C ranks #2 (19.1% 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 | $585,592 | 4,184 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $319,022 | 2,813 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $307,478 | 2,635 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $268,772 | 2,648 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $213,906 | 2,513 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $323,217 | 4,553 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||