Position in CI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$868,538
-$34,216 QoQ
Shares Held
3,256
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,214,704 across 4 Healthcare Plans names. CI ranks #2 (39.2% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $868,538 | 3,256 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $902,754 | 3,280 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $910,005 | 3,157 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $791,077 | 2,393 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $787,297 | 2,393 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $654,175 | 2,369 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $814,826 | 2,352 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $777,500 | 2,352 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $854,222 | 2,352 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $704,306 | 2,352 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $672,836 | 2,352 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $659,971 | 2,352 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $500,327 | 1,958 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $648,763 | 1,958 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $543,286 | 1,958 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $515,972 | 1,958 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $469,156 | 1,958 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $449,615 | 1,958 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||