Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$283,950
+$929 QoQ
Shares Held
1,030
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,198
of 1,682 holders
Holding Since
Dec 2021
18 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, 2026Strategic Wealth Partners, Ltd. holds $1,348,799 across 5 Healthcare Plans names. CI ranks #3 (21.1% 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 | $283,950 | 1,030 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $283,021 | 1,061 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $271,101 | 985 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $292,285 | 1,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $313,720 | 949 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $343,794 | 1,245 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $484,323 | 1,398 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $447,261 | 1,353 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $517,182 | 1,424 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $843,251 | 2,816 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $2,632,702 | 9,203 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $2,827,045 | 10,075 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $2,619,182 | 10,250 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,428,706 | 10,348 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $3,252,780 | 11,723 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $4,754,954 | 18,044 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $4,442,369 | 18,540 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $4,580,199 | 19,946 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||