Spartan Wealth Advisory Services LLC

Position in C — Citigroup Inc

CIK 2075193 BINGHAM FARMS, MI

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$9,618,751

+$2,423,681 QoQ

Shares Held

68,725

+8.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#579

of 2,621 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Spartan Wealth Advisory Services LLC holds $30,012,847 across 5 Banks - Diversified names. C ranks #2 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	51,414	$16,829,344
2	C	Citigroup Inc This page	68,725	$9,618,751
3	WFC	Wells Fargo & Company/Mn	31,748	$2,623,654
4	BAC	Bank Of America Corp /De/	9,814	$559,201
5	TD	Toronto Dominion Bank	3,145	$381,897

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,618,751	68,725	+8.3%	Shares	Sole	2026-08-05
2026-03-31	$7,195,070	63,443	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.