Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,470
+$598 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,514
of 1,682 holders
Holding Since
Dec 2021
18 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, 2026Moisand Fitzgerald Tamayo, LLC holds $174,992 across 3 Healthcare Plans names. CI ranks #3 (10.6% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,470 | 67 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $17,872 | 67 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $18,440 | 67 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $19,312 | 67 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $22,148 | 67 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,043 | 67 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,501 | 67 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $23,211 | 67 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $22,148 | 67 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,333 | 67 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $20,063 | 67 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,738 | 69 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $19,361 | 69 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $17,631 | 69 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $22,862 | 69 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $8,601 | 31 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $527 | 2 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $459 | 2 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||