Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$529,581
+$24,890 QoQ
Shares Held
1,921
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#967
of 1,682 holders
Holding Since
Mar 2025
4 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, 2026BIP Wealth, LLC holds $1,255,686 across 2 Healthcare Plans names. CI ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,747 | $726,105 | |
| 2 | CI |
Cigna Group
This page
|
1,921 | $529,581 |
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,581 | 1,921 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $504,691 | 1,892 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $454,955 | 1,653 | Shares | Sole | 2026-01-21 | |
| 2025-03-31 | $210,231 | 639 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||