Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,107,464
+$1,382,392 QoQ
Shares Held
11,272
+74.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#503
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, 2026King Wealth Management Group holds $4,008,090 across 3 Healthcare Plans names. CI ranks #1 (77.5% 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 | $3,107,464 | 11,272 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,725,072 | 6,467 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,669,827 | 16,967 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,793,719 | 9,692 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,881,661 | 5,692 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,387,553 | 7,257 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,389,894 | 12,276 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,841,154 | 8,201 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,261,403 | 9,866 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,620,779 | 7,216 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,370,446 | 7,916 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,749,604 | 6,116 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,982,719 | 7,066 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,732,748 | 6,781 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,164,991 | 3,516 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,946,729 | 7,016 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,885,485 | 7,155 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,235,189 | 5,155 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,183,742 | 5,155 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $833,666 | 4,165 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $418,191 | 1,764 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $426,429 | 1,764 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $367,229 | 1,764 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $298,839 | 1,764 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $331,014 | 1,764 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $578,315 | 3,264 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||