Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$594,917
+$178,787 QoQ
Shares Held
2,158
+38.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#927
of 1,679 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Wealthspire Advisors, LLC holds $9,832,915 across 5 Healthcare Plans names. CI ranks #3 (6.1% 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 | $594,917 | 2,158 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $416,130 | 1,560 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,128,443 | 4,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $477,630 | 1,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $623,143 | 1,885 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $548,772 | 1,668 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $454,250 | 1,645 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $647,496 | 1,869 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $545,109 | 1,649 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $714,394 | 1,967 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $460,254 | 1,537 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $393,060 | 1,374 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $314,272 | 1,120 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $465,320 | 1,821 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,979,093 | 5,973 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,585,741 | 5,715 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $339,940 | 1,290 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $304,783 | 1,272 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $472,348 | 2,057 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $403,722 | 2,017 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $365,561 | 1,542 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $980,980 | 4,058 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $767,143 | 3,685 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $323,234 | 1,908 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $396,316 | 2,112 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $779,060 | 4,397 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||