Green Ridge Wealth Planning LLC
Position in COF — Capital One Financial Corp
CIK 2117069
MONTVILLE, NJ
Position in COF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$358,708
+$32,524 QoQ
Shares Held
1,788
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,427
of 2,096 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Green Ridge Wealth Planning LLC holds $1,335,299 across 4 Credit Services names. COF ranks #2 (26.9% of the industry book) .
All Filings in COF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,708 | 1,788 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $326,184 | 1,788 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $430,189 | 1,775 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||