Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$757,568
+$26,940 QoQ
Shares Held
2,748
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#847
of 1,679 holders
Holding Since
Mar 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,026,059 across 5 Healthcare Plans names. CI ranks #5 (4.2% of the industry book) .
All Filings in CI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,568 | 2,748 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $730,628 | 2,739 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $313,211 | 1,138 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $456,299 | 1,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,520 | 53 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $600,380 | 1,733 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $558,993 | 1,691 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $584,009 | 1,608 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $519,845 | 1,736 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $575,000 | 2,010 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $699,535 | 2,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $651,857 | 2,551 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $928,083 | 2,801 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $760,822 | 2,742 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $821,655 | 3,118 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $683,128 | 2,851 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $741,704 | 3,230 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $605,083 | 3,023 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $630,606 | 2,660 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,600,318 | 6,620 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,398,969 | 6,720 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,130,472 | 6,673 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,109,949 | 5,915 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $941,180 | 5,312 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||