Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$161,824
+$2,841 QoQ
Shares Held
587
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,371
of 1,682 holders
Holding Since
Sep 2023
12 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, 2026First Command Advisory Services, Inc. holds $866,475 across 6 Healthcare Plans names. CI ranks #2 (18.7% 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 | $161,824 | 587 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $158,983 | 596 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $164,037 | 596 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $168,338 | 584 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $232,067 | 702 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $230,958 | 702 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $193,021 | 699 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $239,043 | 690 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $228,093 | 690 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $250,601 | 690 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $206,620 | 690 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $197,388 | 690 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||