Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,367
-$63,724 QoQ
Shares Held
63
-79.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,519
of 1,682 holders
Holding Since
Mar 2020
24 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, 2026ATLAS CAPITAL ADVISORS INC. holds $5,916,220 across 5 Healthcare Plans names. CI ranks #5 (0.3% of the industry book) .
All Filings in CI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,367 | 63 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $81,091 | 304 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $83,669 | 304 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $144,462 | 437 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $143,773 | 437 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $120,672 | 437 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $568,854 | 1,642 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $540,812 | 1,636 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,065,599 | 2,934 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $310,828 | 1,038 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $247,164 | 864 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $239,913 | 855 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,356,097 | 5,307 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,309,439 | 6,970 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,005,275 | 7,227 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $534,418 | 2,028 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $136,817 | 571 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $113,437 | 494 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $106,485 | 532 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,411,988 | 5,956 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $68,895 | 285 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $131,361 | 631 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $566,515 | 3,019 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $555,990 | 3,138 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||