Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$246,733
-$4,012 QoQ
Shares Held
895
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,253
of 1,679 holders
Holding Since
Jun 2020
16 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, 2026Fort Point Capital Partners LLC holds $1,583,358 across 4 Healthcare Plans names. CI ranks #3 (15.6% of the industry book) .
All Filings in CI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,733 | 895 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $250,745 | 940 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $236,697 | 860 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $236,375 | 856 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $342,975 | 990 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $294,868 | 892 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $323,965 | 892 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $267,109 | 892 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $254,030 | 888 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $249,172 | 888 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $221,544 | 867 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $278,325 | 840 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $233,074 | 840 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $221,356 | 840 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $201,272 | 840 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $228,182 | 1,216 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||