Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,330,490
+$630,484 QoQ
Shares Held
12,081
+23.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#489
of 1,682 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026IFG Advisory, LLC holds $8,609,200 across 6 Healthcare Plans names. CI ranks #1 (38.7% 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 | $3,330,490 | 12,081 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,700,006 | 9,810 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,571,190 | 8,920 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,531,912 | 7,659 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,365,181 | 7,189 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,814,515 | 6,571 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,124,716 | 6,133 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,785,739 | 5,402 | Shares | Sole | 2024-07-30 | |
| 2022-09-30 | $249,723 | 900 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||