Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,102
+$35 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,659
of 1,679 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,999,756 across 4 Healthcare Plans names. CI ranks #4 (0.1% of the industry book) .
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102 | 4 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,067 | 4 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||