Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,032
-$4,970 QoQ
Shares Held
11
-63.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,633
of 1,682 holders
Holding Since
Jun 2021
21 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, 2026Jackson, Grant Investment Advisers, Inc. holds $952,469 across 4 Healthcare Plans names. CI ranks #3 (0.3% of the industry book) .
All Filings in CI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,032 | 11 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,002 | 30 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,256 | 30 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,647 | 30 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,917 | 30 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,870 | 30 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,284 | 30 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $28,754 | 83 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $27,437 | 83 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $30,144 | 83 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,854 | 83 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,743 | 83 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $23,289 | 83 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $21,208 | 83 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $21,205 | 64 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $17,758 | 64 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,865 | 64 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,699 | 53 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $12,170 | 53 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $10,608 | 53 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,060 | 34 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||