Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$43,833
+$1,420 QoQ
Shares Held
159
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,457
of 1,682 holders
Holding Since
Jun 2022
14 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, 2026Measured Wealth Private Client Group, LLC holds $1,089,821 across 4 Healthcare Plans names. CI ranks #4 (4.0% of the industry book) .
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,833 | 159 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $42,413 | 159 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $53,945 | 196 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56,497 | 196 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $340,896 | 984 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $371,891 | 1,125 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $468,878 | 1,291 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $513,257 | 1,714 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $456,281 | 1,595 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $446,715 | 1,592 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $402,970 | 1,577 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $482,431 | 1,456 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $274,695 | 990 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $236,904 | 899 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||