Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,070,189
+$40,001 QoQ
Shares Held
3,882
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#746
of 1,682 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026SFMG, LLC holds $2,216,282 across 3 Healthcare Plans names. CI ranks #1 (48.3% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,189 | 3,882 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,030,188 | 3,862 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,063,213 | 3,863 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,113,798 | 3,864 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,276,369 | 3,861 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,269,940 | 3,860 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,064,519 | 3,855 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,337,951 | 3,862 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,276,661 | 3,862 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,403,366 | 3,864 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,154,978 | 3,857 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,101,941 | 3,852 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,077,223 | 3,839 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,004,999 | 3,933 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,267,044 | 3,824 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,062,155 | 3,828 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,008,754 | 3,828 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $917,227 | 3,828 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $908,645 | 3,957 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $877,501 | 4,384 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,055,198 | 4,451 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,059,788 | 4,384 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $909,330 | 4,368 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $706,100 | 4,168 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $782,125 | 4,168 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $738,486 | 4,168 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||