Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$598,748
+$96,569 QoQ
Shares Held
4,278
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#1,621
of 2,621 holders
Holding Since
Sep 2025
4 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, 2026Tepp RIA, LLC holds $1,590,649 across 3 Banks - Diversified names. C ranks #2 (37.6% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,748 | 4,278 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $502,179 | 4,428 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $516,703 | 4,428 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,363,043 | 13,429 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||