Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$807,466
+$159,797 QoQ
Shares Held
2,929
+20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#829
of 1,679 holders
Holding Since
Sep 2024
5 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, 2026RiverFront Investment Group, LLC holds $4,127,335 across 4 Healthcare Plans names. CI ranks #3 (19.6% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,466 | 2,929 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $647,669 | 2,428 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $779,451 | 2,832 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $214,179 | 651 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $217,564 | 628 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||