Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$77,397
+$27,951 QoQ
Shares Held
553
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,377
of 2,617 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $6,905,935 across 18 Banks - Diversified names. C ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,206 | $6,286,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,953 | $111,281 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
991 | $81,896 | |
| 4 | C |
Citigroup Inc
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|
553 | $77,397 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 6 | RY |
Royal Bank Of Canada
|
184 | $38,082 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,847 | $36,736 | |
| 8 | BCS |
Barclays PLC
|
1,238 | $33,252 |
All Filings in C
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,397 | 553 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $49,446 | 436 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $49,359 | 423 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $42,427 | 418 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $26,302 | 309 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,290 | 314 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,247 | 174 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $8,889 | 142 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,363 | 53 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $154 | 3 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $740,463 | 18,003 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $828,858 | 18,003 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $844,160 | 18,003 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $708,301 | 15,660 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $652,552 | 15,660 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||