Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$449,831
+$192,504 QoQ
Shares Held
3,214
+41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,780
of 2,621 holders
Holding Since
Mar 2026
2 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, 2026Heritage Family Offices, LLP holds $3,948,868 across 4 Banks - Diversified names. C ranks #4 (11.4% of the industry book) .
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,831 | 3,214 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $257,327 | 2,269 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||