Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$764,460
-$18,184 QoQ
Shares Held
2,773
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#844
of 1,679 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Derivatives in CI
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$527,040
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Avestar Capital, LLC holds $5,381,058 across 6 Healthcare Plans names. CI ranks #3 (14.2% of the industry book) .
All Filings in CI
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,460 | 2,773 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $782,644 | 2,934 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $515,230 | 1,872 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $822,665 | 2,854 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,107,773 | 3,351 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $819,210 | 2,490 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $955,720 | 3,461 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,324,093 | 3,822 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,246,910 | 3,772 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,866,433 | 5,139 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,222,354 | 4,082 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,311,630 | 4,585 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,276,730 | 4,550 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,380,373 | 5,402 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,260,070 | 6,821 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,016,651 | 7,268 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,516,294 | 5,754 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $527,040 | 2,000 | Put | Sole | 2022-07-28 | |
| 2022-03-31 | $1,679,666 | 7,010 | Shares | Sole | 2022-04-26 | |
| 2022-03-31 | $599,025 | 2,500 | Put | Sole | 2022-04-26 | |
| 2021-12-31 | $1,607,180 | 6,999 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $285,027 | 1,424 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $337,587 | 1,424 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $344,237 | 1,424 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $296,448 | 1,424 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $291,385 | 1,720 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $328,387 | 1,750 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $310,065 | 1,750 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||