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Net Worth Advisory Group

SEC CIK
0001791998
Latest filing
Jul 13, 2026

C holding history

Citigroup Inc in every 13F filed by Net Worth Advisory Group, 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)
8,233
Value
$1.15M
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of C by Net Worth Advisory Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,233$1.15M0.3%+3,735+83.0%AddedHolders
Q1 20264,498$510.1K0.1%+899+25.0%AddedHolders
Q4 20253,599$420.0K0.1%−1,547−30.1%ReducedHolders
Q3 20255,146$522.3K0.2%−91−1.7%ReducedHolders
Q2 20255,237$445.8K0.1%−179−3.3%ReducedHolders
Q1 20255,416$384.5K0.1%+2,159+66.3%AddedHolders
Q4 20243,257$229.3K0.1%+3,257NewHolders