Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,056,306
+$409,884 QoQ
Shares Held
21,837
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.45%
of 13F equity value
Holder Rank
#901
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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $6,594,963 across 4 Banks - Diversified names. C ranks #1 (46.3% 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 | $3,056,306 | 21,837 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,646,422 | 23,335 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,894,028 | 24,801 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,609,260 | 25,707 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,623,228 | 30,818 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,276,649 | 32,070 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,192,155 | 31,143 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,952,744 | 31,194 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,743,626 | 27,476 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,684,903 | 26,643 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,352,923 | 26,301 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||