Position in C
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,255
+$2,894 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,521
of 2,617 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $2,165,749 across 6 Banks - Diversified names. C ranks #3 (0.7% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,255 | 109 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $12,361 | 109 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,602 | 108 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,860 | 107 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $34,430 | 485 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $33,927 | 482 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $32,426 | 518 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $37,377 | 589 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $43,063 | 681 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $56,686 | 1,102 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||