Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$276,782
+$8,965 QoQ
Shares Held
1,004
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,208
of 1,679 holders
Holding Since
Jun 2022
17 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, 2026PETTYJOHN, WOOD & WHITE, INC holds $6,640,421 across 4 Healthcare Plans names. CI ranks #3 (4.2% of the industry book) .
All Filings in CI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,782 | 1,004 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $267,817 | 1,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $276,330 | 1,004 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $260,866 | 905 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $299,174 | 905 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $297,745 | 905 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $353,459 | 1,280 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $443,443 | 1,280 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $423,129 | 1,280 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $464,883 | 1,280 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $383,296 | 1,280 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $377,040 | 1,318 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $359,168 | 1,280 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $327,078 | 1,280 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $722,321 | 2,180 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $604,884 | 2,180 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $575,791 | 2,185 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||