Position in C
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$431,356
+$85,229 QoQ
Shares Held
3,082
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,800
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, 2026Yoder Wealth Management, Inc. holds $1,415,234 across 4 Banks - Diversified names. C ranks #2 (30.5% 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 | $431,356 | 3,082 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $346,127 | 3,052 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $353,220 | 3,027 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $307,240 | 3,027 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $261,914 | 3,077 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $218,436 | 3,077 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $217,012 | 3,083 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||