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Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

C holding history

Citigroup Inc in every 13F filed by Thrive 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)
7,474
Value
$1.05M
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of C by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,474$1.05M0.1%−509−6.4%ReducedHolders
Q1 20267,983$905.4K0.1%−1,313−14.1%ReducedHolders
Q4 20259,296$1.08M0.2%+24+0.3%AddedHolders
Q3 20259,272$941.1K0.1%−934−9.2%ReducedHolders
Q2 202510,206$868.8K0.1%+1,046+11.4%AddedHolders
Q1 20259,160$650.3K0.1%−237−2.5%ReducedHolders
Q4 20249,397$661.5K0.1%−325−3.3%ReducedHolders
Q3 20249,722$608.6K0.1%−22−0.2%ReducedHolders
Q2 20249,744$618.3K0.1%+360+3.8%AddedHolders
Q1 20249,384$593.5K0.1%−1,053−10.1%ReducedHolders
Q4 202310,437$536.9K0.1%+2,214+26.9%AddedHolders
Q3 20238,223$338.2K0.1%−2,407−22.6%ReducedHolders
Q2 202310,630$489.4K0.1%−476−4.3%ReducedHolders
Q1 202311,106$520.8K0.1%+3,506+46.1%AddedHolders
Q4 20227,600$343.8K0.1%+1,866+32.5%AddedHolders
Q3 20225,734$239.0K0.1%+5,734NewHolders