Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$250,388
+$5,171 QoQ
Shares Held
1,789
-70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,136
of 2,621 holders
Holding Since
Dec 2022
5 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, 2026LJI Wealth Management, LLC holds $13,806,531 across 4 Banks - Diversified names. C ranks #4 (1.8% of the industry book) .
All Filings in C
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,388 | 1,789 | Shares | Sole | 2026-07-31 | |
| 2023-09-30 | $245,217 | 5,962 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $306,718 | 6,662 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $324,056 | 6,911 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $315,298 | 6,971 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||