Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$891,549
+$164,122 QoQ
Shares Held
3,234
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#802
of 1,684 holders
Holding Since
Mar 2021
22 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, 2026TOWER BRIDGE ADVISORS holds $2,115,701 across 3 Healthcare Plans names. CI ranks #2 (42.1% of the industry book) .
All Filings in CI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,549 | 3,234 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $727,427 | 2,727 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $750,552 | 2,727 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $786,057 | 2,727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $901,491 | 2,727 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,061,683 | 3,227 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $989,961 | 3,585 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $947,859 | 2,736 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $945,430 | 2,860 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,011,847 | 2,786 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $853,133 | 2,849 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $815,013 | 2,849 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $799,429 | 2,849 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $625,792 | 2,449 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $916,155 | 2,765 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $767,204 | 2,765 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $728,632 | 2,765 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,093,819 | 4,565 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,048,260 | 4,565 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $913,730 | 4,565 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,077,483 | 4,545 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $663,576 | 2,745 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||