Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,126,594
+$99,295 QoQ
Shares Held
7,714
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#571
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, 2026PLIMOTH TRUST CO LLC holds $3,918,728 across 3 Healthcare Plans names. CI ranks #1 (54.3% 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 | $2,126,594 | 7,714 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,027,299 | 7,600 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,948,077 | 7,078 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,429,431 | 4,959 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,551,411 | 4,693 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,472,604 | 4,476 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $257,058 | 742 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $245,944 | 744 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $269,486 | 742 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $222,191 | 742 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $212,263 | 742 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $257,871 | 919 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $234,832 | 919 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $304,501 | 919 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $298,280 | 1,075 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $283,284 | 1,075 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $257,580 | 1,075 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $246,852 | 1,075 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $215,172 | 1,075 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $304,634 | 1,285 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $310,635 | 1,285 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $267,511 | 1,285 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $217,691 | 1,285 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $243,945 | 1,300 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $230,334 | 1,300 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||