Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$215,581
New position
Shares Held
782
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,325
of 1,684 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $1,212,261 across 2 Healthcare Plans names. CI ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,398 | $996,680 | |
| 2 | CI |
Cigna Group
This page
|
782 | $215,581 |
All Filings in CI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,581 | 782 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||