Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,205
+$71 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,648
of 1,682 holders
Holding Since
Mar 2020
16 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, 2026ATWOOD & PALMER INC holds $193,553 across 4 Healthcare Plans names. CI ranks #4 (1.1% of the industry book) .
All Filings in CI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205 | 8 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,134 | 8 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,201 | 8 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,306 | 8 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,644 | 8 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,632 | 8 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,209 | 8 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,771 | 8 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,644 | 8 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,905 | 8 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $19,464 | 65 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $18,594 | 65 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $18,239 | 65 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $16,609 | 65 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $21,537 | 65 | Shares | Sole | 2023-01-31 | |
| 2020-03-31 | $3,366 | 19 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||