Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$478,580
+$15,769 QoQ
Shares Held
1,736
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,005
of 1,682 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $2,963,750 across 4 Healthcare Plans names. CI ranks #3 (16.1% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,580 | 1,736 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $462,811 | 1,735 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $415,046 | 1,508 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $436,410 | 1,514 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $506,779 | 1,533 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $508,634 | 1,546 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $451,765 | 1,636 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $547,028 | 1,579 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $537,176 | 1,625 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $580,377 | 1,598 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $477,622 | 1,595 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $515,784 | 1,803 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $480,387 | 1,712 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $385,850 | 1,510 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $443,397 | 1,598 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $416,098 | 1,579 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $354,383 | 1,479 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $368,785 | 1,606 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $377,501 | 1,886 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $440,476 | 1,858 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $443,592 | 1,835 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $382,010 | 1,835 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $475,195 | 2,805 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $518,852 | 2,765 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $495,218 | 2,795 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||