Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$905,884
-$107,499 QoQ
Shares Held
3,286
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#796
of 1,682 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)
Derivatives in CI
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$624,540
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Hartford Financial Management Inc. holds $4,427,631 across 5 Healthcare Plans names. CI ranks #3 (20.5% of the industry book) .
All Filings in CI
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,884 | 3,286 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,013,383 | 3,799 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,051,378 | 3,820 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,101,115 | 3,820 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,262,815 | 3,820 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,092,609 | 3,321 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,009,843 | 3,657 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,266,931 | 3,657 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,208,894 | 3,657 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,380,122 | 3,800 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,137,910 | 3,800 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,165,163 | 4,073 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,142,883 | 4,073 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,075,014 | 4,207 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,410,514 | 4,257 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,253,609 | 4,518 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,203,759 | 4,568 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,094,538 | 4,568 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,048,949 | 4,568 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $914,330 | 4,568 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,092,418 | 4,608 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,113,937 | 4,608 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $961,375 | 4,618 | Shares | Sole | 2021-02-03 | |
| 2020-12-31 | $624,540 | 3,000 | Put | Sole | 2021-02-03 | |
| 2020-09-30 | $508,230 | 3,000 | Put | Sole | 2020-10-16 | |
| 2020-09-30 | $850,607 | 5,021 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $942,190 | 5,021 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $562,950 | 3,000 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $889,620 | 5,021 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||