Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,205
+$338 QoQ
Shares Held
8
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,646
of 1,682 holders
Holding Since
Jun 2021
20 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, 2026WestEnd Advisors, LLC holds $75,319 across 6 Healthcare Plans names. CI ranks #4 (2.9% of the industry book) .
All Filings in CI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205 | 8 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,867 | 7 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,926 | 7 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,306 | 8 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,966 | 12 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,619 | 11 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,104 | 4 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,039 | 3 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,322 | 4 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,815 | 5 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,497 | 5 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,144 | 4 | Shares | Sole | 2023-10-19 | |
| 2023-03-31 | $1,022 | 4 | Principal | Other | 2023-04-28 | |
| 2022-12-31 | $1,325 | 4 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,109 | 4 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,054 | 4 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $718 | 3 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $688 | 3 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $600 | 3 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $711 | 3 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||