Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$501,461
+$213,905 QoQ
Shares Held
1,819
+68.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#984
of 1,679 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Keel Point, LLC holds $2,508,713 across 4 Healthcare Plans names. CI ranks #2 (20.0% 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 | $501,461 | 1,819 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $287,556 | 1,078 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $321,468 | 1,168 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $409,026 | 1,419 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $501,159 | 1,516 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $433,622 | 1,318 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $314,799 | 1,140 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $405,334 | 1,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $401,642 | 1,215 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $451,081 | 1,242 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $340,175 | 1,136 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $321,542 | 1,124 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $400,977 | 1,429 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $305,869 | 1,197 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $405,228 | 1,223 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $351,554 | 1,267 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $339,150 | 1,287 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $269,321 | 1,124 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $256,955 | 1,119 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $215,772 | 1,078 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||