Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,059,329
+$115,255 QoQ
Shares Held
7,470
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#577
of 1,682 holders
Holding Since
Mar 2020
11 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, 2026Sowell Financial Services LLC holds $9,963,873 across 6 Healthcare Plans names. CI ranks #3 (20.7% of the industry book) .
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,059,329 | 7,470 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,944,074 | 7,288 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,643,123 | 5,970 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,639,277 | 5,687 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,768,933 | 5,351 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,698,298 | 5,162 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $231,828 | 959 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $100,550 | 483 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $952,592 | 5,623 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $720,013 | 3,837 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $88,412 | 499 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||