Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$65,060
-$5,895 QoQ
Shares Held
236
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,433
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Estabrook Capital Management holds $4,028,365 across 4 Healthcare Plans names. CI ranks #3 (1.6% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,060 | 236 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $70,955 | 266 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $130,183 | 473 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $136,342 | 473 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $156,364 | 473 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $155,617 | 473 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $130,614 | 473 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $163,866 | 473 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $156,359 | 473 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $171,788 | 473 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $141,639 | 473 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $135,311 | 473 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $132,723 | 473 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $120,865 | 473 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $156,723 | 473 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $131,243 | 473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $124,644 | 473 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $113,335 | 473 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $108,614 | 473 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $94,675 | 473 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $129,914 | 548 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $132,473 | 548 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $114,082 | 548 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $92,836 | 548 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $102,832 | 548 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $97,094 | 548 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||