Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,019,798
-$149,725 QoQ
Shares Held
10,954
-7.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#506
of 1,679 holders
Holding Since
Jun 2020
25 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $19,657,638 across 5 Healthcare Plans names. CI ranks #3 (15.4% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,019,798 | 10,954 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,169,523 | 11,882 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,347,897 | 12,164 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,474,277 | 12,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,233,801 | 55,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,953,593 | 12,017 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,307,328 | 11,977 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,191,924 | 12,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,226,668 | 12,786 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,633,578 | 12,758 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,107,555 | 13,717 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,639,954 | 12,724 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,784,732 | 13,488 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,601,695 | 14,095 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,711,986 | 14,221 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,149,005 | 7,745 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,203,027 | 8,360 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,869,916 | 7,804 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,840,943 | 8,017 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,621,095 | 8,099 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,887,077 | 7,960 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,881,945 | 7,785 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $496,092 | 2,383 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $364,062 | 2,149 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $368,919 | 1,966 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||