Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,373
+$304 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,562
of 1,682 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $1,174,670 across 4 Healthcare Plans names. CI ranks #3 (0.8% of the industry book) .
All Filings in CI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,373 | 34 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $9,069 | 34 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $24,494 | 89 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $9,800 | 34 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $24,132 | 73 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $24,017 | 73 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $20,158 | 73 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $25,290 | 73 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $674,362 | 2,040 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $740,906 | 2,040 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $610,877 | 2,040 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $12,300 | 43 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $12,065 | 43 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $10,987 | 43 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $12,924 | 44 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $12,208 | 44 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $10,277 | 39 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $9,344 | 39 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $37,830 | 189 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $45,688 | 189 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $46,424 | 223 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $52,517 | 310 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $72,995 | 389 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $97,449 | 550 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||