Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,003,933
+$227,755 QoQ
Shares Held
7,173
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,341
of 2,621 holders
Holding Since
Mar 2024
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, 2026Embree Financial Group holds $24,800,782 across 4 Banks - Diversified names. C ranks #3 (4.0% 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 | $1,003,933 | 7,173 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $776,178 | 6,844 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $526,388 | 4,511 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $414,526 | 4,084 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $331,627 | 3,896 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $260,604 | 3,671 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $233,131 | 3,312 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $206,204 | 3,294 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $208,021 | 3,278 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $207,363 | 3,279 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||