Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$885,759
+$28,158 QoQ
Shares Held
3,213
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#803
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $11,851,213 across 5 Healthcare Plans names. CI ranks #2 (7.5% 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 | $885,759 | 3,213 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $857,601 | 3,215 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $825,139 | 2,998 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $918,076 | 3,185 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,186,121 | 3,588 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,195,915 | 3,635 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $961,243 | 3,481 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,239,215 | 3,577 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,184,762 | 3,584 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,290,414 | 3,553 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,051,368 | 3,511 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,027,849 | 3,593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,086,763 | 3,873 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,009,599 | 3,951 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,360,813 | 4,107 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,118,759 | 4,032 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,068,837 | 4,056 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,618,805 | 6,756 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,544,950 | 6,728 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $632,705 | 3,161 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $739,658 | 3,120 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $871,472 | 3,605 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $754,652 | 3,625 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $680,689 | 4,018 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $815,339 | 4,345 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $681,965 | 3,849 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||