Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,728,572
-$306,555 QoQ
Shares Held
13,525
-10.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#466
of 1,682 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $50,005,336 across 6 Healthcare Plans names. CI ranks #4 (7.5% of the industry book) .
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,728,572 | 13,525 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,035,127 | 15,127 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,508,260 | 5,480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,409,254 | 4,889 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $806,945 | 2,441 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $490,868 | 1,492 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $788,931 | 2,857 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $905,247 | 2,613 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $842,622 | 2,549 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $799,381 | 2,201 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $465,045 | 1,553 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $462,003 | 1,615 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||