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Continuum Advisory, LLC

SEC CIK
0001846532
Latest filing
Aug 6, 2026

CFG holding history

Citizens Financial Group Inc in every 13F filed by Continuum Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overviewAll 13F holders of CFGFull Q2 2026 holdings

Shares (Q2 2026)
7,298
Value
$511.4K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of CFG by Continuum Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,298$511.4K<0.1%+349+5.0%AddedHolders
Q1 20266,949$416.7K<0.1%+111+1.6%AddedHolders
Q4 20256,838$399.4K<0.1%−459−6.3%ReducedHolders
Q3 20257,297$387.9K<0.1%−1,435−16.4%ReducedHolders
Q2 20258,732$390.8K<0.1%−549−5.9%ReducedHolders
Q1 20259,281$380.2K<0.1%+201+2.2%AddedHolders
Q4 20249,080$397.3K0.1%+802+9.7%AddedHolders
Q3 20248,278$385.6K<0.1%−572−6.5%ReducedHolders
Q2 20248,850$318.9K<0.1%00.0%UnchangedHolders
Q1 20248,850$318.8K<0.1%−2,479−21.9%ReducedHolders
Q4 202311,329$375.7K0.1%+2,099+22.7%AddedHolders
Q3 20239,230$247.4K<0.1%−69−0.7%ReducedHolders
Q2 20239,299$242.5K<0.1%−2,747−22.8%ReducedHolders
Q1 202312,046$365.8K0.1%−54−0.4%ReducedHolders
Q4 202212,100$476.4K0.1%+573+5.0%AddedHolders
Q3 202211,527$396.0K0.1%−1,052−8.4%ReducedHolders
Q2 202212,579$449.0K0.1%+1,818+16.9%AddedHolders
Q1 202210,761$424.0K0.1%+4,260+65.5%AddedHolders
Q4 20216,501$307.0K0.1%+1,342+26.0%AddedHolders
Q3 20215,159$242.0K0.1%+5,159NewHolders