Spahn Wealth & Retirement LLC
- SEC CIK
- 0001949033
- Latest filing
- Aug 13, 2026
C holding history
Citigroup Inc in every 13F filed by Spahn Wealth & Retirement 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)
- 48,355
- Value
- $6.77M
- % of portfolio
- 4.4%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 48,355 | $6.77M | 4.4% | +920+1.9% | Added | Holders |
| Q1 2026 | 47,435 | $5.38M | 6.8% | −47,753−50.2% | Reduced | Holders |
| Q4 2025 | 95,188 | $11.1M | 6.9% | −778−0.8% | Reduced | Holders |
| Q3 2025 | 95,966 | $9.74M | 5.8% | −4,739−4.7% | Reduced | Holders |
| Q2 2025 | 100,705 | $8.57M | 5.5% | −1,759−1.7% | Reduced | Holders |
| Q1 2025 | 102,464 | $7.27M | 5.3% | +46,073+81.7% | Added | Holders |
| Q4 2024 | 56,391 | $3.97M | 2.6% | – | No prior filing | Holders |