Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$471,412
-$55,952 QoQ
Shares Held
1,710
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,006
of 1,679 holders
Holding Since
Sep 2020
24 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, 2026Prospera Financial Services Inc holds $28,507,511 across 5 Healthcare Plans names. CI ranks #5 (1.7% of the industry book) .
All Filings in CI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,412 | 1,710 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $527,364 | 1,977 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $538,625 | 1,957 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $844,860 | 2,931 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,192,406 | 6,632 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $407,302 | 1,238 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $364,228 | 1,319 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $477,394 | 1,378 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $417,179 | 1,262 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $475,778 | 1,310 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $351,254 | 1,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $408,794 | 1,429 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $394,243 | 1,405 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $293,859 | 1,150 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $380,046 | 1,147 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,846,842 | 10,260 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,706,350 | 10,270 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,522,134 | 10,526 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $203,452 | 886 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $315,452 | 1,576 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $292,544 | 1,234 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $294,922 | 1,220 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $319,348 | 1,534 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $21,515 | 127 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||