Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$42,179
+$1,367 QoQ
Shares Held
153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,460
of 1,682 holders
Holding Since
Mar 2020
24 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, 2026Founders Capital Management holds $295,292 across 3 Healthcare Plans names. CI ranks #2 (14.3% of the industry book) .
All Filings in CI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,179 | 153 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $40,812 | 153 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $47,614 | 173 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $44,102 | 153 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $33,058 | 100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $65,800 | 200 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $55,228 | 200 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $69,288 | 200 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $110,740 | 335 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $121,668 | 335 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $100,315 | 335 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $95,833 | 335 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $143,106 | 510 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $130,320 | 510 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $168,983 | 510 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $141,509 | 510 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $134,395 | 510 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $122,201 | 510 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $117,111 | 510 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $114,091 | 570 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $135,129 | 570 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $137,791 | 570 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $118,662 | 570 | Shares | Sole | 2021-01-12 | |
| 2020-03-31 | $100,992 | 570 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||