Position in CI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$956,333
-$145,344 QoQ
Shares Held
3,469
-16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#781
of 1,679 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Equitable Holdings, Inc. holds $20,472,001 across 5 Healthcare Plans names. CI ranks #3 (4.7% of the industry book) .
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,333 | 3,469 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,101,677 | 4,130 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $986,974 | 3,586 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,349,298 | 4,681 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,633,065 | 4,940 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,206,114 | 3,666 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $910,985 | 3,299 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,046,941 | 3,022 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,111,376 | 3,362 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,249,373 | 3,440 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $546,196 | 1,824 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $492,612 | 1,722 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $424,828 | 1,514 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $373,073 | 1,460 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $342,274 | 1,033 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $301,054 | 1,085 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $294,615 | 1,118 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $266,925 | 1,114 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $255,348 | 1,112 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $222,177 | 1,110 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $260,539 | 1,099 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $269,781 | 1,116 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $650,978 | 3,127 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $617,160 | 3,643 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,405,310 | 7,489 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||