Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,025,805
+$6,554 QoQ
Shares Held
3,721
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#759
of 1,682 holders
Holding Since
Sep 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, 2026YHB Investment Advisors, Inc. holds $9,423,547 across 5 Healthcare Plans names. CI ranks #4 (10.9% 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 | $1,025,805 | 3,721 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,019,251 | 3,821 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,062,387 | 3,860 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,155,882 | 4,010 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,485,295 | 4,493 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $744,527 | 2,263 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $624,904 | 2,263 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $797,851 | 2,303 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $641,305 | 1,940 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $717,300 | 1,975 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $600,397 | 2,005 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $608,756 | 2,128 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $597,116 | 2,128 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $543,767 | 2,128 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $684,548 | 2,066 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $576,860 | 2,079 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $547,858 | 2,079 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $510,129 | 2,129 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $319,185 | 1,390 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $291,032 | 1,454 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $392,113 | 1,654 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $540,047 | 2,234 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $347,244 | 1,668 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $328,655 | 1,940 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||