Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$298,561
+$10,471 QoQ
Shares Held
1,083
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,187
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, 2026JNBA Financial Advisors holds $2,598,439 across 5 Healthcare Plans names. CI ranks #3 (11.5% 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 | $298,561 | 1,083 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $288,090 | 1,080 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $336,055 | 1,221 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $351,953 | 1,221 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $403,638 | 1,221 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $401,709 | 1,221 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $337,166 | 1,221 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $428,892 | 1,238 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $407,262 | 1,232 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $447,450 | 1,232 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $368,922 | 1,232 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $357,015 | 1,248 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $345,699 | 1,232 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $318,901 | 1,248 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $416,494 | 1,257 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $362,098 | 1,305 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $364,184 | 1,382 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $154,308 | 644 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $321,252 | 1,399 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $280,023 | 1,399 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $331,660 | 1,399 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $338,194 | 1,399 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $291,243 | 1,399 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $251,404 | 1,484 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $285,790 | 1,523 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $284,551 | 1,606 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||