Position in CI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$533
-$17 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $110,524 across 3 Healthcare Plans names. CI ranks #2 (0.5% of the industry book) .
All Filings in CI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $533 | 2 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $550 | 2 | Shares | Sole | 2026-01-14 | |
| 2025-06-30 | $13,884 | 42 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $12,978 | 47 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $14,896 | 43 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $34,048 | 103 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $166,704 | 459 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $145,832 | 487 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,868 | 31 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $8,698 | 31 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $28,619 | 112 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $1,336,295 | 4,816 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,006 | 19 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,031 | 21 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $6,200 | 27 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,803 | 24 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,926 | 25 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,768 | 28 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,579 | 22 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $1,251,067 | 7,061 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||