Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$228,974
New position
Shares Held
1,636
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,206
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, 2026Cedarwood Wealth LLC holds $946,808 across 2 Banks - Diversified names. C ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,193 | $717,834 | |
| 2 | C |
Citigroup Inc
This page
|
1,636 | $228,974 |
All Filings in C
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,974 | 1,636 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||