Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$941,447
+$37,965 QoQ
Shares Held
3,415
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#786
of 1,682 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $7,931,068 across 4 Healthcare Plans names. CI ranks #3 (11.9% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,447 | 3,415 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $903,482 | 3,387 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $816,056 | 2,965 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $860,138 | 2,984 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,030,417 | 3,117 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,517,941 | 5,497 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,953,921 | 5,640 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,998,295 | 6,045 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,653,102 | 7,305 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,949,419 | 6,510 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,089,741 | 7,305 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $5,143,678 | 18,331 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,641,780 | 6,425 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,264,046 | 6,833 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,187,295 | 7,883 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,450,940 | 5,506 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,291,976 | 5,392 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,062,268 | 4,626 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $629,502 | 3,145 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $794,895 | 3,353 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $613,535 | 2,538 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $329,340 | 1,582 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $313,576 | 1,851 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $247,884 | 1,321 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $268,780 | 1,517 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||