Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,819,488
+$58,938 QoQ
Shares Held
6,600
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#611
of 1,682 holders
Holding Since
Mar 2023
14 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, 2026Cohen Klingenstein LLC holds $10,178,689 across 3 Healthcare Plans names. CI ranks #2 (17.9% of the industry book) .
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819,488 | 6,600 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,760,550 | 6,600 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,816,518 | 6,600 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,902,450 | 6,600 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,181,828 | 6,600 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,171,400 | 6,600 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,822,524 | 6,600 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,286,504 | 6,600 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,181,762 | 6,600 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,397,054 | 6,600 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,976,370 | 6,600 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,888,062 | 6,600 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,851,960 | 6,600 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,686,498 | 6,600 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||