Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$423,995
+$36,408 QoQ
Shares Held
1,538
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,053
of 1,682 holders
Holding Since
Dec 2025
3 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, 2026Regal Investment Advisors LLC holds $5,727,994 across 4 Healthcare Plans names. CI ranks #4 (7.4% of the industry book) .
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,995 | 1,538 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $387,587 | 1,453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $394,129 | 1,432 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||