Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,253,356
+$427,455 QoQ
Shares Held
16,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.74%
of 13F equity value
Holder Rank
#1,016
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, 2026Flywheel Private Wealth LLC holds $3,278,876 across 3 Banks - Diversified names. C ranks #1 (68.7% 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 | $2,253,356 | 16,100 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,825,901 | 16,100 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||