Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$488,780
-$10,842 QoQ
Shares Held
1,773
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#997
of 1,679 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, 2026MONETARY MANAGEMENT GROUP INC holds $5,624,708 across 5 Healthcare Plans names. CI ranks #4 (8.7% 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 | $488,780 | 1,773 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $499,622 | 1,873 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $515,505 | 1,873 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $539,892 | 1,873 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $619,176 | 1,873 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $616,217 | 1,873 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $489,596 | 1,773 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $787,458 | 2,273 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $751,385 | 2,273 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $970,806 | 2,673 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $800,429 | 2,673 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $764,665 | 2,673 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $750,043 | 2,673 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $683,031 | 2,673 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,001,640 | 3,023 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $838,791 | 3,023 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $796,620 | 3,023 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $724,341 | 3,023 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $694,171 | 3,023 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $585,067 | 2,923 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $716,662 | 3,023 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $730,780 | 3,023 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $629,328 | 3,023 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $512,126 | 3,023 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $595,038 | 3,171 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $561,837 | 3,171 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||