Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,438
+$500 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,529
of 1,684 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BFSG, LLC holds $834,417 across 4 Healthcare Plans names. CI ranks #3 (1.9% of the industry book) .
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,438 | 56 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,938 | 56 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,504 | 20 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,765 | 20 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,281 | 19 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,251 | 19 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,246 | 19 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,582 | 19 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,280 | 19 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,900 | 19 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,689 | 19 | Shares | Sole | 2024-04-23 | |
| 2020-12-31 | $649,105 | 3,118 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||