Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$356,178
-$10,603 QoQ
Shares Held
1,292
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,113
of 1,682 holders
Holding Since
Jun 2022
17 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, 2026Legacy Financial Advisors, Inc. holds $4,571,633 across 6 Healthcare Plans names. CI ranks #4 (7.8% of the industry book) .
All Filings in CI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,178 | 1,292 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $366,781 | 1,375 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $268,349 | 975 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $422,286 | 1,465 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $489,919 | 1,482 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $460,600 | 1,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $375,826 | 1,361 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $523,817 | 1,512 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $472,053 | 1,428 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $445,997 | 1,228 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $374,312 | 1,250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $347,002 | 1,213 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $340,648 | 1,214 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $300,503 | 1,176 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $409,867 | 1,237 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $311,598 | 1,123 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $232,424 | 882 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||