Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$204,201
New position
Shares Held
1,459
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#2,277
of 2,621 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LiftPoint Family Wealth Advisors LLC holds $1,179,128 across 3 Banks - Diversified names. C ranks #3 (17.3% of the industry book) .
All Filings in C
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,201 | 1,459 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||