Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,834,926
+$53,837 QoQ
Shares Held
6,656
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#602
of 1,679 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Family Legacy, Inc. holds $9,187,814 across 4 Healthcare Plans names. CI ranks #3 (20.0% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,834,926 | 6,656 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,781,089 | 6,677 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,821,472 | 6,618 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,899,855 | 6,591 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,151,745 | 6,509 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,137,513 | 6,497 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,785,521 | 6,466 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,219,987 | 6,408 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,075,649 | 6,279 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,295,723 | 6,321 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,988,946 | 6,642 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,904,081 | 6,656 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,838,771 | 6,553 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,684,709 | 6,593 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,106,659 | 6,358 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,773,588 | 6,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,674,669 | 6,355 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,507,626 | 6,292 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||