Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,340
-$289 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,587
of 1,682 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Marquette Asset Management, LLC holds $77,576 across 5 Healthcare Plans names. CI ranks #5 (8.2% of the industry book) .
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,340 | 23 | Shares | Sole | 2026-07-09 | |
| 2025-09-30 | $6,629 | 23 | Shares | Sole | 2025-10-24 | |
| 2022-06-30 | $527 | 2 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $718 | 3 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||