Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$814,634
+$39,459 QoQ
Shares Held
2,955
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#823
of 1,679 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Meridian Wealth Management, LLC holds $8,398,235 across 5 Healthcare Plans names. CI ranks #3 (9.7% of the industry book) .
All Filings in CI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,634 | 2,955 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $775,175 | 2,906 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $845,781 | 3,073 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $877,433 | 3,044 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,147,773 | 3,472 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,134,063 | 3,447 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,013,433 | 3,670 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,258,616 | 3,633 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,361,599 | 3,749 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,142,701 | 3,816 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,142,092 | 7,488 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $292,946 | 1,044 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $266,773 | 1,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $411,192 | 1,241 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $310,766 | 1,120 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $262,992 | 998 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $239,130 | 998 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||