Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,086,179
-$59,512 QoQ
Shares Held
3,940
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#742
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $3,289,776 across 4 Healthcare Plans names. CI ranks #1 (33.0% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,179 | 3,940 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,145,691 | 4,295 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,192,296 | 4,332 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,370,917 | 4,756 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $816,202 | 2,469 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $786,639 | 2,391 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $682,618 | 2,472 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $875,453 | 2,527 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $857,829 | 2,595 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $873,108 | 2,404 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $648,908 | 2,167 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $607,326 | 2,123 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $585,892 | 2,088 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $362,341 | 1,418 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $428,091 | 1,292 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $347,947 | 1,254 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $332,298 | 1,261 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $286,333 | 1,195 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $275,785 | 1,201 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $271,817 | 1,358 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $321,941 | 1,358 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $328,766 | 1,360 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $275,422 | 1,323 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $208,035 | 1,228 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $246,947 | 1,316 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $222,538 | 1,256 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||