Position in CI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$252,612
+$37,866 QoQ
Shares Held
947
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 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, 2026BSW Wealth Partners holds $941,817 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,266 | $941,817 |
All Filings in CI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,612 | 947 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $214,746 | 745 | Shares | Sole | 2025-10-15 | |
| 2024-12-31 | $297,678 | 1,078 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $500,952 | 1,446 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $490,896 | 1,485 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $532,799 | 1,467 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $345,565 | 1,154 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $301,803 | 1,055 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $246,928 | 880 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $224,866 | 880 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $318,417 | 961 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $243,618 | 878 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||