Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$698,573
+$134,931 QoQ
Shares Held
2,534
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#871
of 1,679 holders
Holding Since
Mar 2024
9 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, 2026Legacy Advisors, LLC holds $1,598,637 across 3 Healthcare Plans names. CI ranks #1 (43.7% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,573 | 2,534 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $563,642 | 2,113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $565,597 | 2,055 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $556,610 | 1,931 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,756,531 | 5,339 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,278,252 | 4,629 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,589,120 | 4,587 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $220,159 | 666 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $206,291 | 568 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||