Position in C
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,193,998
+$444,018 QoQ
Shares Held
8,531
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,256
of 2,621 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Grant Private Wealth Management Inc holds $5,236,853 across 4 Banks - Diversified names. C ranks #2 (22.8% of the industry book) .
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,998 | 8,531 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $749,980 | 6,613 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $639,927 | 5,484 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $441,829 | 4,353 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $6,689,921 | 78,594 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $243,495 | 3,430 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||