Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$749,848
+$303,330 QoQ
Shares Held
2,720
+68.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#853
of 1,679 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 24%
Shared 76%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $974,748 across 2 Healthcare Plans names. CI ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,720 | $749,848 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,174 | $224,900 |
All Filings in CI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,848 | 2,720 | Shares | Defined | 2026-08-11 | |
| 2024-12-31 | $446,518 | 1,617 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,676,246 | 13,498 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,794,333 | 5,428 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $2,268,847 | 6,247 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $923,203 | 3,083 | Shares | Defined | 2024-02-09 | |
| 2022-12-31 | $3,024,471 | 9,128 | Shares | Defined | 2023-02-13 | |
| 2021-12-31 | $1,775,728 | 7,733 | Shares | Sole | 2022-01-28 | |
| 2020-12-31 | $2,915,352 | 14,004 | Shares | Defined | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||