Position in C
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,054,178
+$242,049 QoQ
Shares Held
7,532
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,313
of 2,621 holders
Holding Since
Mar 2026
2 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, 2026Gaddis Premier Wealth Advisors LLC holds $1,054,178 across 1 Banks - Diversified name. C ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
7,532 | $1,054,178 |
All Filings in C
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,178 | 7,532 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $812,129 | 7,161 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||