Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$396,979
+$129,162 QoQ
Shares Held
1,440
+43.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,073
of 1,679 holders
Holding Since
Mar 2024
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, 2026CWA Asset Management Group, LLC holds $3,832,686 across 5 Healthcare Plans names. CI ranks #3 (10.4% of the industry book) .
All Filings in CI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,979 | 1,440 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $267,817 | 1,004 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $307,431 | 1,117 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $224,835 | 780 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $346,447 | 1,048 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $306,628 | 932 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $218,426 | 791 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,644,376 | 7,633 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $278,566 | 767 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||