Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$81,601
+$2,643 QoQ
Shares Held
296
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,415
of 1,679 holders
Holding Since
Dec 2021
19 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, 2026Capital Advisors, Ltd. LLC holds $814,432 across 7 Healthcare Plans names. CI ranks #4 (10.0% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,601 | 296 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $78,958 | 296 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4 | 1,219 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $88,781 | 308 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $115,372 | 349 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $110,215 | 335 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $95,820 | 347 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $110,514 | 319 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $107,765 | 326 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $121,668 | 335 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $90,733 | 303 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $87,537 | 306 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $89,511 | 319 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,832 | 15 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $16 | 342 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,931 | 43 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,425 | 13 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,677 | 7 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $918 | 4 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||