Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$231,019
+$7,483 QoQ
Shares Held
838
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,290
of 1,684 holders
Holding Since
Mar 2020
19 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, 2026COURIER CAPITAL LLC holds $4,136,567 across 3 Healthcare Plans names. CI ranks #3 (5.6% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,019 | 838 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $223,536 | 838 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $230,642 | 838 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $246,742 | 856 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $282,976 | 856 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $281,624 | 856 | Shares | Sole | 2025-04-14 | |
| 2023-03-31 | $270,350 | 1,058 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $350,557 | 1,058 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $299,945 | 1,081 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $277,486 | 1,053 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $252,309 | 1,053 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $241,800 | 1,053 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $210,768 | 1,053 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $269,785 | 1,138 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $277,275 | 1,147 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $238,782 | 1,147 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $194,313 | 1,147 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $243,382 | 1,297 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $229,802 | 1,297 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||