Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,034,304
+$193,256 QoQ
Shares Held
7,390
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,321
of 2,621 holders
Holding Since
Dec 2023
11 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, 2026AVISO WEALTH MANAGEMENT holds $8,486,781 across 4 Banks - Diversified names. C ranks #4 (12.2% 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 | $1,034,304 | 7,390 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $841,048 | 7,416 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $951,140 | 8,151 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $781,347 | 7,698 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $589,115 | 6,921 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $418,415 | 5,894 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $429,660 | 6,104 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $427,370 | 6,827 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $672,422 | 10,596 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $728,461 | 11,519 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $632,814 | 12,302 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||