Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$414,898
-$48,980 QoQ
Shares Held
1,505
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,061
of 1,682 holders
Holding Since
Mar 2020
23 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, 2026Wealthcare Advisory Partners LLC holds $6,113,809 across 5 Healthcare Plans names. CI ranks #4 (6.8% of the industry book) .
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,898 | 1,505 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $463,878 | 1,739 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $407,615 | 1,481 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $468,982 | 1,627 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $542,151 | 1,640 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $541,534 | 1,646 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $453,145 | 1,641 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $621,166 | 1,793 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $491,888 | 1,488 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $538,973 | 1,484 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $413,241 | 1,380 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $391,915 | 1,370 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $411,079 | 1,465 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $366,941 | 1,436 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $487,069 | 1,470 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $394,284 | 1,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $367,346 | 1,394 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $326,348 | 1,362 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $305,407 | 1,330 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $261,609 | 1,307 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $293,729 | 1,239 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $300,966 | 1,245 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $85,400 | 482 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||