Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,868,951
+$239,460 QoQ
Shares Held
21,289
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#380
of 1,679 holders
Holding Since
Mar 2020
25 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, 2026RWA WEALTH PARTNERS, LLC holds $16,304,228 across 4 Healthcare Plans names. CI ranks #2 (36.0% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,868,951 | 21,289 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,629,491 | 21,104 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,977,169 | 21,717 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,533,474 | 22,666 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $817,854 | 2,474 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $917,581 | 2,789 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $863,488 | 3,127 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,060,105 | 3,060 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,005,263 | 3,041 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,100,828 | 3,031 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,023,220 | 3,417 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $533,520 | 1,865 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $461,231 | 1,805 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $598,068 | 1,805 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $497,781 | 1,794 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $479,342 | 1,819 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $435,610 | 1,818 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $417,467 | 1,818 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $363,890 | 1,818 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $419,139 | 1,768 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $403,222 | 1,668 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $347,244 | 1,668 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $284,439 | 1,679 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,277,708 | 6,809 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,197,028 | 6,756 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||