Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,781,226
+$62,731 QoQ
Shares Held
13,716
-1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#463
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, 2026MOTCO holds $4,012,824 across 6 Healthcare Plans names. CI ranks #1 (94.2% 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 | $3,781,226 | 13,716 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,718,495 | 13,940 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,768,723 | 13,693 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,979,579 | 13,806 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,576,218 | 13,843 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,630,346 | 14,074 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,269,675 | 15,462 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,400,652 | 15,589 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,721,835 | 17,309 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,385,242 | 17,581 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,475,143 | 18,284 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,107,021 | 21,348 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,743,378 | 24,032 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,189,957 | 24,224 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,110,539 | 24,478 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,245,296 | 26,112 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,989,867 | 26,525 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,548,433 | 31,503 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,362,167 | 32,061 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,306,240 | 31,506 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $551,424 | 2,326 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $566,880 | 2,345 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $499,632 | 2,400 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $180,929 | 1,068 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $189,151 | 1,008 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $178,597 | 1,008 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||