Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$722,753
+$103,195 QoQ
Shares Held
5,164
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,511
of 2,617 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Jun 30, 2024CallValue
$152,304
CallShares
2,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $17,835,841 across 5 Banks - Diversified names. C ranks #4 (4.1% of the industry book) .
All Filings in C
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,753 | 5,164 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $619,558 | 5,463 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $558,011 | 4,782 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $485,372 | 4,782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $407,043 | 4,782 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $354,523 | 4,994 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $345,825 | 4,913 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $315,002 | 5,032 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $152,304 | 2,400 | Call | Sole | 2024-08-08 | |
| 2024-06-30 | $330,117 | 5,202 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $151,776 | 2,400 | Call | Sole | 2024-05-09 | |
| 2024-03-31 | $341,938 | 5,407 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $123,456 | 2,400 | Call | Sole | 2024-01-30 | |
| 2023-12-31 | $299,432 | 5,821 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $49,356 | 1,200 | Call | Sole | 2023-11-08 | |
| 2023-09-30 | $243,242 | 5,914 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $348,845 | 7,577 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $280,167 | 5,975 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||