Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,735,405
+$59,148 QoQ
Shares Held
6,295
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#627
of 1,679 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $15,945,811 across 4 Healthcare Plans names. CI ranks #3 (10.9% of the industry book) .
All Filings in CI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,735,405 | 6,295 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,676,257 | 6,284 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,726,242 | 6,272 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,805,886 | 6,265 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,066,455 | 6,251 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,053,618 | 6,242 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,985,252 | 14,432 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,996,704 | 14,423 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,765,166 | 14,415 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,232,478 | 14,407 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,311,780 | 14,399 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,128,848 | 14,433 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,055,511 | 14,453 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,697,263 | 14,469 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,801,116 | 14,490 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,670,371 | 9,624 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,683,629 | 6,389 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $258,539 | 1,079 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $247,541 | 1,078 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $215,772 | 1,078 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $260,539 | 1,099 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $265,430 | 1,098 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $210,678 | 1,012 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $103,582 | 552 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||