Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$229,090
+$10,355 QoQ
Shares Held
831
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,291
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, 2026Financial Management Professionals, Inc. holds $1,241,032 across 5 Healthcare Plans names. CI ranks #2 (18.5% 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 | $229,090 | 831 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $218,735 | 820 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $230,642 | 838 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $255,966 | 888 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $219,835 | 665 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $217,469 | 661 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $184,737 | 669 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $235,925 | 681 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $222,143 | 672 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $242,974 | 669 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $200,032 | 668 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $212,550 | 743 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $208,485 | 743 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $195,224 | 764 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $349,563 | 1,055 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $274,695 | 990 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $252,715 | 959 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $163,893 | 684 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $146,963 | 640 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $128,102 | 640 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $151,724 | 640 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $154,713 | 640 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $133,235 | 640 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $108,422 | 640 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $120,096 | 640 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $113,395 | 640 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||