Position in CZNC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,272,912
+$9,273 QoQ
Shares Held
54,608
-3.5% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#3
of 15 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CZNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IVC Wealth Advisors LLC holds $5,599,455 across 5 Banks - Regional names. CZNC ranks #2 (22.7% of the industry book) .
All Filings in CZNC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,912 | 54,608 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,263,639 | 56,564 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,173,672 | 58,189 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,227,506 | 61,964 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,270,154 | 67,062 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,486,606 | 73,887 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,524,939 | 81,986 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,967,149 | 99,906 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,850,165 | 103,419 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,000,670 | 106,532 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,961,814 | 132,047 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,407,684 | 137,190 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,671,795 | 138,435 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,997,668 | 140,209 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,210,115 | 140,425 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,439,895 | 142,262 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,443,451 | 142,468 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,478,562 | 142,681 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,778,649 | 144,665 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,765,811 | 149,082 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,766,899 | 153,751 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,751,295 | 157,750 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,277,944 | 165,219 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||