Spahn Wealth & Retirement LLC C — CITIGROUP INC

Ownership history in Spahn Wealth & Retirement LLC  ·  4 quarters on record

AI Ownership Summary

Spahn Wealth & Retirement LLC reported CITIGROUP INC (C) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.89% in 2025 Q4. The latest visible filing shows C at 6.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spahn Wealth & Retirement LLC's position in CITIGROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

C was reported at 6.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.89% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

C stock page Spahn Wealth & Retirement LLC fund profile Spahn Wealth & Retirement LLC full holdings
How Spahn Wealth & Retirement LLC held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 47,435 -47,753 -50.2% 6.85% $5.4M 2026-05-14 $124.82
2025 Q4 REDUCED 7.1% -2.3% ✅ 95,188 -7,276 -7.1% 6.89% $11.1M 2026-02-13 $110.34
2025 Q3 ADDED — — — 102,464 +46,073 +81.7% 5.34% $7.3M 2025-11-14 $99.31
2024 Q4 INITIATED — — — 56,391 — — 2.60% $4.0M 2025-02-12 $78.84

🏢 Other funds also holding C

As of 2026 Q1 — sorted by position size

Kazazian Asset Management, LLC 3Y 7Y 17.68% KAHN BROTHERS GROUP INC 3Y 7Y 16.91% Spectrum Financial Alliance Ltd LLC 3Y 7Y 14.35% SALZHAUER MICHAEL 3Y 7Y 13.85% AMERICAN FINANCIAL GROUP INC 3Y 7Y 13.25% TERRIL BROTHERS, INC. 3Y 7Y 12.57% Alden Global Capital LLC 3Y 7Y 10.93% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.4% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 7.49% Provident Living Financial Services, Inc. 7.0%

FAQ About Spahn Wealth & Retirement LLC and C

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spahn Wealth & Retirement LLC reported owning C?

Spahn Wealth & Retirement LLC reported C across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported C position in Spahn Wealth & Retirement LLC's portfolio?

The largest reported portfolio weight for C was 6.89% in 2025 Q4.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q1, when Spahn Wealth & Retirement LLC reported 47,435 shares, equal to 6.85% of portfolio, with an estimated market value of $5.4M.

What does the chart on this C ownership page compare?

The chart compares Spahn Wealth & Retirement LLC's quarterly C portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spahn Wealth & Retirement LLC time their C position?

Based on 13F filing dates vs. subsequent C price moves, Spahn Wealth & Retirement LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on C relative to SPY over the holding period was +26.2%.

← Back to Spahn Wealth & Retirement LLC Holdings