Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$223,576
+$8,309 QoQ
Shares Held
811
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,304
of 1,682 holders
Holding Since
Jun 2022
17 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, 2026HCR Wealth Advisors holds $1,295,381 across 3 Healthcare Plans names. CI ranks #3 (17.3% 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 | $223,576 | 811 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $215,267 | 807 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $222,110 | 807 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $232,617 | 807 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $266,778 | 807 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $265,503 | 807 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $224,225 | 812 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $281,309 | 812 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $271,728 | 822 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $294,910 | 812 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $243,153 | 812 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $230,858 | 807 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $230,372 | 821 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $209,790 | 821 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $272,030 | 821 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $227,802 | 821 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $217,404 | 825 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||