Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,675,031
+$64,396 QoQ
Shares Held
6,076
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#635
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, 2026Westside Investment Management, Inc. holds $6,674,032 across 4 Healthcare Plans names. CI ranks #2 (25.1% 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 | $1,675,031 | 6,076 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,610,635 | 6,038 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,704,773 | 6,194 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,534,930 | 5,325 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,729,594 | 5,232 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,696,982 | 5,158 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,428,471 | 5,173 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,706,216 | 4,925 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,628,056 | 4,925 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,803,601 | 4,966 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,504,436 | 5,024 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,467,825 | 5,131 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,470,624 | 5,241 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,171,860 | 4,586 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,585,130 | 4,784 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,606,828 | 5,791 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,630,134 | 6,186 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,550,516 | 6,471 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,552,298 | 6,760 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,326,060 | 6,625 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,563,239 | 6,594 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,624,251 | 6,719 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,392,516 | 6,689 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,131,658 | 6,680 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,201,522 | 6,403 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,140,507 | 6,437 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||