Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$345,841
+$56,986 QoQ
Shares Held
2,471
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,927
of 2,621 holders
Holding Since
Dec 2025
3 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $15,983,304 across 3 Banks - Diversified names. C ranks #3 (2.2% of the industry book) .
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,841 | 2,471 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $288,855 | 2,547 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $323,231 | 2,770 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||