Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$447,452
+$141,472 QoQ
Shares Held
3,197
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,783
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026Optivise Advisory Services LLC holds $2,748,437 across 5 Banks - Diversified names. C ranks #3 (16.3% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,452 | 3,197 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $305,980 | 2,698 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $229,295 | 1,965 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||