Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,009,540
-$61,728 QoQ
Shares Held
3,662
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#763
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, 2026FOSTER & MOTLEY INC holds $4,050,910 across 3 Healthcare Plans names. CI ranks #3 (24.9% 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 | $1,009,540 | 3,662 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,071,268 | 4,016 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,151,562 | 4,184 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,521,095 | 5,277 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,995,711 | 6,037 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,929,585 | 5,865 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,848,757 | 6,695 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,138,574 | 6,173 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,800,614 | 5,447 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,671,400 | 4,602 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,299,912 | 4,341 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,196,630 | 4,183 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,184,412 | 4,221 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $799,808 | 3,130 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $900,250 | 2,717 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $760,267 | 2,740 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $200,011 | 759 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||