Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$579,014
+$90,898 QoQ
Shares Held
4,137
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,637
of 2,621 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INVENIO WEALTH PARTNERS LLC holds $2,487,531 across 4 Banks - Diversified names. C ranks #2 (23.3% 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 | $579,014 | 4,137 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $488,116 | 4,304 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $564,196 | 4,835 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $489,331 | 4,821 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $346,778 | 4,074 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||