Position in C
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,708,645
+$2,689,292 QoQ
Shares Held
19,353
+787.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#940
of 2,621 holders
Holding Since
Dec 2023
11 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, 2026LM Advisors LLC holds $10,923,081 across 4 Banks - Diversified names. C ranks #3 (24.8% of the industry book) .
All Filings in C
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,708,645 | 19,353 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,353 | 2,181 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,076 | 1,993 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,796,651 | 17,701 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,676,949 | 19,701 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,258,936 | 17,734 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,174,175 | 16,681 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $907,074 | 14,490 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,077,677 | 16,982 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,073,941 | 16,982 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $775,818 | 15,082 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||