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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

C holding history

Citigroup Inc in every 13F filed by Monticello Wealth Management, 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)
1,476
Value
$206.6K
% of portfolio
<0.1%
Quarters held
11
Since Q3 2021
Holdings of C by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,476$206.6K<0.1%+1,476NewHolders
Q1 20240$00.0%−8,807−100.0%Sold outHolders
Q4 20238,807$453.0K<0.1%−2,263−20.4%ReducedHolders
Q3 202311,070$455.3K<0.1%+5,037+83.5%AddedHolders
Q2 20236,033$277.8K<0.1%−43,140−87.7%ReducedHolders
Q1 202349,173$2.22M0.2%00.0%UnchangedHolders
Q4 202249,173$2.22M0.2%00.0%UnchangedHolders
Q3 202249,173$2.05M0.2%−902−1.8%ReducedHolders
Q2 202250,075$2.30M0.3%00.0%UnchangedHolders
Q1 202250,075$2.67M0.3%00.0%UnchangedHolders
Q4 202150,075$3.02M0.3%+402+0.8%AddedHolders
Q3 202149,673$3.49M0.3%+49,673NewHolders