Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$446,601
+$163,390 QoQ
Shares Held
1,620
+57.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,032
of 1,684 holders
Holding Since
Mar 2024
6 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, 2026Dynasty Wealth Management, LLC holds $1,202,100 across 3 Healthcare Plans names. CI ranks #1 (37.2% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,601 | 1,620 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $283,211 | 1,029 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $251,011 | 909 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,312,314 | 3,788 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,147,408 | 3,471 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,205,790 | 3,320 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||