Position in CI
as of Mar 31, 2026
· filed Jun 10, 2026
Position Value
$231,005
+$13,484 QoQ
Shares Held
866
+31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026FAS Wealth Partners, Inc. holds $5,527,668 across 3 Healthcare Plans names.
All Filings in CI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,005 | 866 | Shares | Sole | 2026-06-10 | |
| 2025-06-30 | $217,521 | 658 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||