Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$484,369
+$34,362 QoQ
Shares Held
1,757
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,002
of 1,679 holders
Holding Since
Jun 2020
25 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, 2026Dynamic Advisor Solutions LLC holds $11,526,835 across 4 Healthcare Plans names. CI ranks #4 (4.2% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,369 | 1,757 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $450,007 | 1,687 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $431,835 | 1,569 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $803,641 | 2,788 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,042,979 | 3,155 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,059,051 | 3,219 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $878,953 | 3,183 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,608,520 | 4,643 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,395,666 | 4,222 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,558,085 | 4,290 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,134,616 | 3,789 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,018,981 | 3,562 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $776,981 | 2,769 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $738,226 | 2,889 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,152,069 | 3,477 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $887,349 | 3,198 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $653,529 | 2,480 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $578,658 | 2,415 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $534,808 | 2,329 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $456,364 | 2,280 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $499,269 | 2,106 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $498,226 | 2,061 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $423,229 | 2,033 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $312,222 | 1,843 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $356,722 | 1,901 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||