Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$449,358
+$107,118 QoQ
Shares Held
1,630
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,029
of 1,684 holders
Holding Since
Mar 2023
14 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, 2026McAdam, LLC holds $2,753,665 across 5 Healthcare Plans names. CI ranks #3 (16.3% of the industry book) .
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,358 | 1,630 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $342,240 | 1,283 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $318,716 | 1,158 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $377,607 | 1,310 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $414,547 | 1,254 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $460,271 | 1,399 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $395,984 | 1,434 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $507,188 | 1,464 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $482,632 | 1,460 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $465,972 | 1,283 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $371,018 | 1,239 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $348,433 | 1,218 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $326,057 | 1,162 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $286,193 | 1,120 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||