Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$589,128
+$19,084 QoQ
Shares Held
2,137
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#934
of 1,679 holders
Holding Since
Mar 2022
18 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,949,439 across 4 Healthcare Plans names. CI ranks #3 (20.0% of the industry book) .
All Filings in CI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,128 | 2,137 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $570,044 | 2,137 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $614,038 | 2,231 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,038,564 | 3,603 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,131,905 | 3,424 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,110,704 | 3,376 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $893,312 | 3,235 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,112,072 | 3,210 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $979,478 | 2,963 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,157,849 | 3,188 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $857,924 | 2,865 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $817,015 | 2,856 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $604,412 | 2,154 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $527,413 | 2,064 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $659,035 | 1,989 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $483,630 | 1,743 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $417,942 | 1,586 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $348,153 | 1,453 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||