Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,939,133
-$155,921 QoQ
Shares Held
7,034
-10.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#589
of 1,679 holders
Holding Since
Sep 2024
8 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, 2026IMA Advisory Services, Inc. holds $5,819,812 across 7 Healthcare Plans names. CI ranks #2 (33.3% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939,133 | 7,034 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,095,054 | 7,854 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,209,821 | 8,029 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,391,610 | 8,297 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,701,169 | 8,171 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,509,612 | 7,628 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,085,133 | 7,551 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,569,199 | 7,416 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||