Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,235,597
+$164,863 QoQ
Shares Held
4,482
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#709
of 1,682 holders
Holding Since
Dec 2022
13 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, 2026Foundations Investment Advisors, LLC holds $13,309,953 across 5 Healthcare Plans names. CI ranks #3 (9.3% of the industry book) .
All Filings in CI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,597 | 4,482 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,070,734 | 4,014 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,106,149 | 4,019 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,032,223 | 3,581 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $735,209 | 2,224 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $929,096 | 2,824 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $620,210 | 2,246 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,079,507 | 3,116 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $456,517 | 1,381 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $293,457 | 808 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $251,837 | 841 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $225,137 | 787 | Shares | Sole | 2023-10-05 | |
| 2022-12-31 | $225,642 | 681 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||