Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$636,545
-$454 QoQ
Shares Held
2,309
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#896
of 1,679 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $34,141,434 across 6 Healthcare Plans names. CI ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
51,931 | $21,584,081 | |
| 2 | ELV |
Elevance Health, Inc.
|
15,946 | $6,166,796 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
11,517 | $2,633,937 | |
| 4 | ALHC |
Alignment Healthcare, Inc.
|
73,537 | $1,750,915 | |
| 5 | CVS |
CVS HEALTH Corp
|
13,235 | $1,369,160 | |
| 6 | CI |
Cigna Group
This page
|
2,309 | $636,545 |
All Filings in CI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,545 | 2,309 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $636,999 | 2,388 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,171,103 | 4,255 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $952,666 | 3,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $790,086 | 2,390 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $761,964 | 2,316 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $535,987 | 1,941 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $599,687 | 1,731 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $415,857 | 1,258 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $710,399 | 1,956 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $585,724 | 1,956 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $552,115 | 1,930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $548,853 | 1,956 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $489,339 | 1,915 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $585,477 | 1,767 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||