Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$393,119
-$201,733 QoQ
Shares Held
1,426
-36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,077
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $5,821,273 across 5 Healthcare Plans names. CI ranks #3 (6.8% 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 | $393,119 | 1,426 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $594,852 | 2,230 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $458,257 | 1,665 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $466,965 | 1,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $518,680 | 1,569 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $511,924 | 1,556 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $417,523 | 1,512 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $400,831 | 1,157 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $172,557 | 522 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $337,040 | 928 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $124,571 | 416 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $120,149 | 420 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $120,096 | 428 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $109,366 | 428 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $132,867 | 401 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $111,265 | 401 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,000 | 303 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,000 | 303 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,000 | 298 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,000 | 301 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $68,276 | 288 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $69,621 | 288 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $59,955 | 288 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,000 | 297 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $270,465 | 1,733 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $338,590 | 1,911 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||