Position in C
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$511,693
+$97,180 QoQ
Shares Held
3,656
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,708
of 2,621 holders
Holding Since
Dec 2022
13 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, 2026Aspen Wealth Strategies, LLC holds $3,134,588 across 2 Banks - Diversified names. C ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,013 | $2,622,895 | |
| 2 | C |
Citigroup Inc
This page
|
3,656 | $511,693 |
All Filings in C
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,693 | 3,656 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $414,513 | 3,655 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $452,057 | 3,874 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $396,053 | 3,902 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $302,686 | 3,556 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $229,013 | 3,226 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $208,213 | 2,958 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $218,683 | 3,446 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $352,826 | 6,859 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $326,860 | 7,947 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $830,561 | 18,040 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $410,850 | 8,762 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $346,687 | 7,665 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||