Position in C
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,319,123
+$232,883 QoQ
Shares Held
9,425
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,220
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, 2026Alteri Wealth LLC holds $13,090,429 across 5 Banks - Diversified names. C ranks #3 (10.1% 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 | $1,319,123 | 9,425 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,086,240 | 9,578 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,162,932 | 9,966 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $911,064 | 8,976 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $756,120 | 8,883 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $579,136 | 8,158 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $564,879 | 8,025 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||