Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,693,489
+$1,724,849 QoQ
Shares Held
69,259
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#578
of 2,621 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Derivatives in C
reported options exposure · as of Jun 30, 2024CallValue
$101,536
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NWF Advisory Services Inc. holds $28,009,811 across 4 Banks - Diversified names. C ranks #2 (34.6% of the industry book) .
All Filings in C
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,693,489 | 69,259 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,968,640 | 70,264 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,927,084 | 93,642 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $10,860,703 | 107,002 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,802,068 | 126,904 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $10,516,387 | 148,139 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $11,580,210 | 164,515 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $9,219,665 | 147,279 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $101,536 | 1,600 | Call | Sole | 2025-10-06 | |
| 2024-06-30 | $9,551,745 | 150,516 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $132,804 | 2,100 | Call | Sole | 2025-10-06 | |
| 2024-03-31 | $9,557,461 | 151,130 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $7,657,461 | 148,862 | Shares | Sole | 2025-12-08 | |
| 2023-12-31 | $19,674 | 2,100 | Call | Sole | 2025-12-08 | |
| 2023-09-30 | $9,100 | 2,300 | Call | Sole | 2025-12-08 | |
| 2023-09-30 | $6,049,606 | 147,085 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $6,311,715 | 137,092 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $2,952 | 800 | Call | Sole | 2025-12-08 | |
| 2023-03-31 | $6,428,243 | 137,092 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $2,952 | 800 | Call | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||