Bell & Brown Wealth Advisors, LLC
- SEC CIK
- 0001725362
- Latest filing
- Aug 10, 2026
C holding history
Citigroup Inc in every 13F filed by Bell & Brown Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
C overviewAll 13F holders of CFull Q2 2026 holdings
- Shares (Q2 2026)
- 31,869
- Value
- $4.46M
- % of portfolio
- 1.4%
- Quarters held
- 19
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 31,869 | $4.46M | 1.4% | +209+0.7% | Added | Holders |
| Q1 2026 | 31,660 | $3.59M | 1.2% | +50.0% | Added | Holders |
| Q4 2025 | 31,655 | $3.69M | 1.2% | +987+3.2% | Added | Holders |
| Q3 2025 | 30,668 | $3.11M | 1.0% | −301−1.0% | Reduced | Holders |
| Q2 2025 | 30,969 | $2.64M | 0.9% | +156+0.5% | Added | Holders |
| Q1 2025 | 30,813 | $2.19M | 0.9% | +1,887+6.5% | Added | Holders |
| Q4 2024 | 28,926 | $2.04M | 0.8% | +1,607+5.9% | Added | Holders |
| Q3 2024 | 27,319 | $1.71M | 0.7% | +459+1.7% | Added | Holders |
| Q2 2024 | 26,860 | $1.70M | 0.7% | +1,207+4.7% | Added | Holders |
| Q1 2024 | 25,653 | $1.62M | 0.7% | −292−1.1% | Reduced | Holders |
| Q4 2023 | 25,945 | $1.33M | 0.6% | – | No prior filing | Holders |
| Q3 2023 | – | – | – | – | Not filed | Holders |
| Q2 2023 | 28,200 | $1.30M | 0.6% | +1,807+6.8% | Added | Holders |
| Q1 2023 | 26,393 | $1.24M | 0.7% | +627+2.4% | Added | Holders |
| Q4 2022 | 25,766 | $1.17M | 0.6% | −9,564−27.1% | Reduced | Holders |
| Q3 2022 | 35,330 | $1.47M | 0.9% | +2,370+7.2% | Added | Holders |
| Q2 2022 | 32,960 | $1.52M | 0.8% | +1,182+3.7% | Added | Holders |
| Q1 2022 | 31,778 | $1.70M | 0.8% | +314+1.0% | Added | Holders |
| Q4 2021 | 31,464 | $2.13M | 1.0% | +4,767+17.9% | Added | Holders |
| Q3 2021 | 26,697 | $1.87M | 1.0% | – | No prior filing | Holders |