Institute for Wealth Management, LLC.

Position in CI — Cigna Group

CIK 1533954 DENVER, CO

Position in CI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,058,335

+$34,282 QoQ

Shares Held

3,839

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#749

of 1,682 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,696,435 across 6 Healthcare Plans names. CI ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	3,052	$1,268,502
2	CI	Cigna Group This page	3,839	$1,058,335
3	ELV	Elevance Health, Inc.	2,709	$1,047,651
4	CVS	CVS HEALTH Corp	2,206	$228,210
5	CNC	Centene Corp	1,417	$90,957
6	HUM	Humana Inc	7	$2,780

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,058,335	3,839	0.0%	Shares	Sole	2026-07-28
2026-03-31	$1,024,053	3,839	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$1,050,002	3,815	+0.6%	Shares	Sole	2026-01-27
2025-09-30	$1,092,755	3,791	-14.0%	Shares	Sole	2025-10-17
2025-06-30	$1,456,535	4,406	-0.9%	Shares	Sole	2025-07-18
2025-03-31	$1,462,076	4,444	-1.0%	Shares	Sole	2025-04-21
2024-12-31	$1,239,868	4,490	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$1,562,790	4,511	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$1,497,151	4,529	-0.8%	Shares	Sole	2024-07-25
2024-03-31	$1,657,962	4,565	-0.4%	Shares	Sole	2024-04-30
2023-12-31	$1,372,978	4,585	+3.9%	Shares	Sole	2024-01-31
2023-09-30	$1,262,999	4,415	+9.2%	Shares	Sole	2023-10-13
2023-06-30	$1,134,746	4,044	-0.8%	Shares	Sole	2023-07-25
2023-03-31	$1,042,051	4,078	-0.7%	Shares	Sole	2023-04-20
2022-12-31	$1,360,150	4,105	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$1,147,615	4,136	+0.2%	Shares	Sole	2022-10-18
2022-06-30	$1,087,547	4,127	+1.0%	Shares	Sole	2022-07-25
2022-03-31	$979,525	4,088	0.0%	Shares	Sole	2022-04-29
2021-12-31	$938,727	4,088	-1.1%	Shares	Sole	2022-01-21
2021-09-30	$827,261	4,133	-0.2%	Shares	Sole	2021-11-15
2021-06-30	$981,706	4,141	0.0%	Shares	Sole	2021-07-21
2021-03-31	$1,001,045	4,141	0.0%	Shares	Sole	2021-05-04
2020-12-31	$862,073	4,141	0.0%	Shares	Sole	2021-02-01
2020-09-30	$701,526	4,141	+0.3%	Shares	Sole	2020-11-03
2020-06-30	$774,994	4,130	+0.7%	Shares	Sole	2020-07-30
2020-03-31	$726,792	4,102	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.