Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$149,142
-$51,187 QoQ
Shares Held
541
-28.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,383
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,033,717 across 6 Healthcare Plans names. CI ranks #2 (14.4% 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 | $149,142 | 541 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $200,329 | 751 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $206,697 | 751 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $246,453 | 855 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $398,679 | 1,206 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $300,048 | 912 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $323,636 | 1,172 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $432,703 | 1,249 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $441,310 | 1,335 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $566,939 | 1,561 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $539,010 | 1,800 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $633,072 | 2,213 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $665,022 | 2,370 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,379,862 | 5,400 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,771,958 | 14,402 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,088,520 | 14,735 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,659,502 | 13,887 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,016,342 | 16,762 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,271,997 | 14,249 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,959,966 | 14,788 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,531,868 | 14,898 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,553,336 | 14,699 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,926,802 | 14,059 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,560,462 | 15,114 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,102,967 | 21,865 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,812,563 | 27,162 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||