Position in C
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,042,422
New position
Shares Held
7,448
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,318
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SMART Wealth LLC holds $1,792,007 across 2 Banks - Diversified names. C ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
7,448 | $1,042,422 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,290 | $749,585 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,422 | 7,448 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||