Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,546
+$277 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,563
of 1,679 holders
Holding Since
Jun 2022
14 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, 2026Centerpoint Advisors, LLC holds $547,526 across 3 Healthcare Plans names. CI ranks #3 (1.6% of the industry book) .
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,546 | 31 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,269 | 31 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,532 | 31 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,935 | 31 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $6,909 | 21 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,798 | 21 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,275 | 21 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,941 | 21 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,626 | 21 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $6,288 | 21 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $8,868 | 31 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,806 | 10 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3 | 10 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $131,760 | 500 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||