Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,106,579
+$35,846 QoQ
Shares Held
4,014
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#735
of 1,682 holders
Holding Since
Mar 2020
25 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, 2026CHICAGO TRUST Co NA holds $4,575,639 across 3 Healthcare Plans names. CI ranks #2 (24.2% 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 | $1,106,579 | 4,014 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,070,733 | 4,014 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $289,266 | 1,051 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $356,276 | 1,236 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $379,836 | 1,149 | Shares | Other | 2025-07-14 | |
| 2025-03-31 | $410,921 | 1,249 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $344,898 | 1,249 | Shares | Other | 2025-01-13 | |
| 2024-09-30 | $636,409 | 1,837 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $418,500 | 1,266 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $459,798 | 1,266 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $374,013 | 1,249 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $358,445 | 1,253 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $367,585 | 1,310 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $383,805 | 1,502 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $569,904 | 1,720 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $687,847 | 2,479 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $666,177 | 2,528 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $561,166 | 2,342 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $531,822 | 2,316 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $214,170 | 1,070 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $243,233 | 1,026 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $238,354 | 986 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $206,930 | 994 | Shares | Sole | 2021-01-28 | |
| 2020-06-30 | $264,023 | 1,407 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $218,640 | 1,234 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||