Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,481
+$347 QoQ
Shares Held
9
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,644
of 1,684 holders
Holding Since
Mar 2020
9 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, 2026Darwin Wealth Management, LLC holds $66,896 across 5 Healthcare Plans names. CI ranks #4 (3.7% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,481 | 9 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,134 | 8 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,201 | 8 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,306 | 8 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,644 | 8 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,632 | 8 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $2,209 | 8 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $2,771 | 8 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $2,708,018 | 15,284 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||