Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$508,474
+$96,456 QoQ
Shares Held
3,633
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,713
of 2,621 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $2,675,686 across 3 Banks - Diversified names. C ranks #3 (19.0% of the industry book) .
All Filings in C
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,474 | 3,633 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $412,018 | 3,633 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $424,518 | 3,638 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $369,257 | 3,638 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $309,666 | 3,638 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $612,217 | 8,624 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $607,958 | 8,637 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $532,225 | 8,502 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||