Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$989,139
+$51,513 QoQ
Shares Held
3,588
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#768
of 1,679 holders
Holding Since
Mar 2020
26 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, 2026IHT Wealth Management, LLC holds $6,658,100 across 4 Healthcare Plans names. CI ranks #3 (14.9% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,139 | 3,588 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $937,626 | 3,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $422,478 | 1,535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,510 | 1,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $456,200 | 1,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,981 | 1,389 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $411,724 | 1,491 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,256 | 1,164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $525,936 | 1,591 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $576,382 | 1,587 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $599,498 | 2,002 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $592,450 | 2,071 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $782,593 | 2,789 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $774,766 | 3,032 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $937,692 | 2,830 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $779,413 | 2,809 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $371,563 | 1,410 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $353,185 | 1,474 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $327,911 | 1,428 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $280,824 | 1,403 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $420,325 | 1,773 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $534,728 | 2,212 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $319,348 | 1,534 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $241,748 | 1,427 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $249,386 | 1,329 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $278,881 | 1,574 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||