Position in CI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$52,103
+$1,688 QoQ
Shares Held
189
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,446
of 1,682 holders
Holding Since
Mar 2020
21 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, 2026West Branch Capital LLC holds $4,983,763 across 4 Healthcare Plans names. CI ranks #3 (1.0% of the industry book) .
All Filings in CI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,103 | 189 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $50,415 | 189 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $93,302 | 339 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $97,716 | 339 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $112,066 | 339 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $111,531 | 339 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $93,611 | 339 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $118,482 | 342 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $112,063 | 339 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $123,121 | 339 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $101,513 | 339 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $54,067 | 189 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $42,090 | 150 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $38,329 | 150 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $49,701 | 150 | Shares | Sole | 2023-01-27 | |
| 2021-06-30 | $355,605 | 1,500 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $362,610 | 1,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $312,270 | 1,500 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $338,820 | 2,000 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $562,950 | 3,000 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $620,130 | 3,500 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||