Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$580,582
-$71,621 QoQ
Shares Held
2,106
-13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#941
of 1,684 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cannell & Spears LLC holds $13,479,519 across 3 Healthcare Plans names. CI ranks #3 (4.3% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,582 | 2,106 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $652,203 | 2,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $666,056 | 2,420 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $697,565 | 2,420 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $842,648 | 2,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $838,621 | 2,549 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $708,575 | 2,566 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $880,996 | 2,543 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $840,639 | 2,543 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $923,592 | 2,543 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||