Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$794,234
+$29,462 QoQ
Shares Held
2,881
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#835
of 1,682 holders
Holding Since
Dec 2021
9 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, 2026Financial Engines Advisors L.L.C. holds $3,364,239 across 3 Healthcare Plans names. CI ranks #2 (23.6% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,234 | 2,881 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $764,772 | 2,867 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $808,625 | 2,938 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $854,084 | 2,963 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $291,571 | 882 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $359,503 | 1,085 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,203 | 963 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $612,947 | 2,326 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $201,385 | 877 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||