Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,728,630
+$184,232 QoQ
Shares Held
20,780
-0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#389
of 1,682 holders
Holding Since
Mar 2020
10 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, 2026Stamos Capital Partners, L.P. holds $26,565,197 across 3 Healthcare Plans names. CI ranks #2 (21.6% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,728,630 | 20,780 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,544,398 | 20,785 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,393,682 | 19,597 | Shares | Sole | 2026-02-12 | |
| 2024-03-31 | $1,743,312 | 4,800 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,500,244 | 5,010 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $997,333 | 3,010 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $507,770 | 1,830 | Shares | Sole | 2022-11-14 | |
| 2020-09-30 | $1,033,401 | 6,100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,144,665 | 6,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,522,688 | 14,238 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||