CUSIP 19766M840DIVIDEND INCM I3Q4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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3 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 24.2K | $898.4K | −2.9K | Reduced |
| 2 | Diversified Trust Co | 23.1K | $855.4K | +656 | Added |
| 3 | Fulton Bank, N.A. | 5.4K | $201.9K | 0 | Held |