Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$774,936
+$26,703 QoQ
Shares Held
2,811
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#843
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026Fiduciary Group, LLC holds $1,653,265 across 3 Healthcare Plans names. CI ranks #1 (46.9% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,936 | 2,811 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $748,233 | 2,805 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $787,708 | 2,862 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,041,159 | 3,612 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,195,046 | 3,615 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,192,296 | 3,624 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,001,007 | 3,625 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,255,845 | 3,625 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,200,960 | 3,633 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,320,195 | 3,635 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,092,693 | 3,649 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,046,730 | 3,659 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,026,715 | 3,659 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $938,050 | 3,671 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,212,373 | 3,659 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,081,578 | 3,898 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,023,511 | 3,884 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $922,019 | 3,848 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $883,616 | 3,848 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $770,215 | 3,848 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $912,245 | 3,848 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $930,215 | 3,848 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $801,076 | 3,848 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $689,159 | 4,068 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $808,959 | 4,311 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $763,822 | 4,311 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||