Position in COF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$320,791
+$29,086 QoQ
Shares Held
1,599
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,484
of 2,096 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $2,169,908 across 4 Credit Services names. COF ranks #3 (14.8% of the industry book) .
All Filings in COF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,791 | 1,599 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $291,705 | 1,599 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $340,758 | 1,406 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $297,399 | 1,399 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $297,651 | 1,399 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $250,840 | 1,399 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $249,469 | 1,399 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $209,472 | 1,399 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $235,918 | 1,704 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $253,708 | 1,704 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $223,428 | 1,704 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||