Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$525,170
+$8,742 QoQ
Shares Held
1,905
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#973
of 1,682 holders
Holding Since
Mar 2024
10 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, 2026Douglas Lane & Associates, LLC holds $60,952,063 across 3 Healthcare Plans names. CI ranks #3 (0.9% of the industry book) .
All Filings in CI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,170 | 1,905 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $516,428 | 1,936 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $532,845 | 1,936 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $581,112 | 2,016 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $673,722 | 2,038 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $557,326 | 1,694 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $451,765 | 1,636 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $547,375 | 1,580 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $539,820 | 1,633 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $648,294 | 1,785 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||