Position in CI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$967,636
+$57,219 QoQ
Shares Held
3,510
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#775
of 1,679 holders
Holding Since
Mar 2020
26 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, 2026Winthrop Advisory Group LLC holds $2,039,548 across 3 Healthcare Plans names. CI ranks #1 (47.4% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,636 | 3,510 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $910,417 | 3,413 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $936,883 | 3,414 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $973,996 | 3,379 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,113,393 | 3,368 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,086,687 | 3,303 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $966,766 | 3,501 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,178,588 | 3,402 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $445,938 | 1,349 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $535,705 | 1,475 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $867,206 | 2,896 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $427,388 | 1,494 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $417,532 | 1,488 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $379,206 | 1,484 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $496,347 | 1,498 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $429,801 | 1,549 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $426,375 | 1,618 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $386,490 | 1,613 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $369,015 | 1,607 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $340,472 | 1,701 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $435,971 | 1,839 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $463,173 | 1,916 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $406,367 | 1,952 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $331,365 | 1,956 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $357,660 | 1,906 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $330,086 | 1,863 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||