Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,824,658
+$323,677 QoQ
Shares Held
13,037
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#1,103
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Michels Family Financial, LLC holds $2,394,237 across 3 Banks - Diversified names. C ranks #1 (76.2% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,824,658 | 13,037 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,500,981 | 13,235 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,489,897 | 12,768 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,351,269 | 13,313 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,190,999 | 13,992 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,027,722 | 14,477 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,007,351 | 14,311 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||