Position in C
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$79,497
+$37,309 QoQ
Shares Held
568
+52.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,376
of 2,621 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $1,899,214 across 6 Banks - Diversified names. C ranks #2 (4.2% 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 | $79,497 | 568 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $42,188 | 372 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $84,250 | 722 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,233 | 22 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,872 | 22 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,561 | 22 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $114,876 | 1,632 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||