Total Wealth Planning & Management, Inc.
Position in C — Citigroup Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,082,310
+$289,234 QoQ
Shares Held
7,733
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,296
of 2,621 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $3,641,703 across 2 Banks - Diversified names. C ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,819 | $2,559,393 | |
| 2 | C |
Citigroup Inc
This page
|
7,733 | $1,082,310 |
All Filings in C
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,310 | 7,733 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $793,076 | 6,993 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $934,570 | 8,009 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $417,088 | 4,900 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $536,968 | 7,564 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $624,570 | 8,873 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||