Position in CI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$117,164
+$4,329 QoQ
Shares Held
425
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,391
of 1,679 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, 2026JFS WEALTH ADVISORS, LLC holds $817,198 across 10 Healthcare Plans names. CI ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
802 | $333,335 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,759 | $285,418 | |
| 3 | CI |
Cigna Group
This page
|
425 | $117,164 | |
| 4 | ELV |
Elevance Health, Inc.
|
127 | $49,114 | |
| 5 | HUM |
Humana Inc
|
30 | $11,916 | |
| 6 | CNC |
Centene Corp
|
177 | $11,361 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
24 | $5,488 | |
| 8 | OSCR |
Oscar Health, Inc.
|
78 | $2,224 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,164 | 425 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $112,835 | 423 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $131,559 | 478 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $170,644 | 592 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $210,248 | 636 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $223,720 | 680 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $186,946 | 677 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $236,272 | 682 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $224,457 | 679 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $246,969 | 680 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $204,524 | 683 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $194,813 | 681 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $150,121 | 535 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $139,263 | 545 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $198,141 | 598 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $197,281 | 711 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $223,464 | 848 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $193,365 | 807 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $168,318 | 733 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $162,129 | 810 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $185,625 | 783 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $166,800 | 690 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $143,644 | 690 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $97,410 | 575 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $108,274 | 577 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $103,827 | 586 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||