Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$279,539
+$67,206 QoQ
Shares Held
1,014
+27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,202
of 1,679 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, 2026Capital Analysts, LLC holds $4,269,262 across 4 Healthcare Plans names. CI ranks #3 (6.5% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,539 | 1,014 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $212,333 | 796 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $237,247 | 862 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $576,788 | 2,001 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $686,283 | 2,076 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,401,362 | 13,378 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,416,127 | 12,371 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,908,881 | 11,283 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,221,403 | 9,745 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,277,425 | 9,024 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,668,698 | 8,912 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,504,255 | 8,754 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,433,643 | 8,673 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,155,395 | 8,435 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,852,174 | 8,608 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,434,799 | 8,775 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $351,535 | 1,334 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $313,649 | 1,309 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $343,296 | 1,495 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $298,238 | 1,490 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $304,634 | 1,285 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $289,604 | 1,198 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $253,563 | 1,218 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $285,794 | 1,687 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $151,621 | 808 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $191,531 | 1,081 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||