Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$775,487
+$26,720 QoQ
Shares Held
2,813
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#842
of 1,682 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026First Western Trust Bank holds $2,031,778 across 4 Healthcare Plans names. CI ranks #1 (38.2% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,487 | 2,813 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $748,767 | 2,807 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $772,295 | 2,806 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $811,712 | 2,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $931,574 | 2,818 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $927,122 | 2,818 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $783,961 | 2,839 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $976,614 | 2,819 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $929,232 | 2,811 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,020,927 | 2,811 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $839,957 | 2,805 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $802,426 | 2,805 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $787,083 | 2,805 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $716,761 | 2,805 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $930,734 | 2,809 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $779,413 | 2,809 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $739,437 | 2,806 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $672,585 | 2,807 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||