Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$633,788
+$20,530 QoQ
Shares Held
2,299
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#902
of 1,682 holders
Holding Since
Mar 2024
10 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, 2026River Wealth Advisors LLC holds $2,367,744 across 3 Healthcare Plans names. CI ranks #2 (26.8% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,788 | 2,299 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $613,258 | 2,299 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $658,625 | 2,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $709,383 | 2,461 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $856,863 | 2,592 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $830,725 | 2,525 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $699,738 | 2,534 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $873,375 | 2,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $259,828 | 786 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $282,198 | 777 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||