Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$863,153
+$25,558 QoQ
Shares Held
3,131
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#807
of 1,682 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TRUST POINT INC. holds $2,703,871 across 3 Healthcare Plans names. CI ranks #2 (31.9% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,153 | 3,131 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $837,595 | 3,140 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $610,735 | 2,219 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $547,098 | 1,898 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $470,745 | 1,424 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $475,405 | 1,445 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $540,405 | 1,957 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $680,408 | 1,964 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $661,801 | 2,002 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $725,653 | 1,998 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $585,724 | 1,956 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||