Position in CI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$632,409
-$55,858 QoQ
Shares Held
2,294
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#903
of 1,682 holders
Holding Since
Mar 2020
20 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, 2026Proficio Capital Partners LLC holds $6,033,956 across 6 Healthcare Plans names. CI ranks #4 (10.5% of the industry book) .
All Filings in CI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,409 | 2,294 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $688,267 | 2,082 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $654,381 | 1,989 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $238,584 | 864 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $240,429 | 694 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $290,901 | 880 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $303,990 | 837 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $241,356 | 806 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $249,739 | 873 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $233,178 | 831 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $290,916 | 878 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $241,953 | 872 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $225,836 | 857 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $268,667 | 1,170 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $226,581 | 1,132 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $271,919 | 1,147 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $271,957 | 1,125 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $219,629 | 1,055 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $253,890 | 1,353 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $220,589 | 1,245 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||