Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$716,875
-$431,061 QoQ
Shares Held
5,122
-49.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,519
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026BlueChip Wealth Advisors LLC holds $1,410,642 across 3 Banks - Diversified names. C ranks #1 (50.8% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,875 | 5,122 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,147,936 | 10,122 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,074,248 | 9,206 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $899,391 | 8,861 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||