Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$33,908
+$1,098 QoQ
Shares Held
123
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,470
of 1,682 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, 2026HHM Wealth Advisors, LLC holds $1,289,869 across 4 Healthcare Plans names. CI ranks #3 (2.6% 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 | $33,908 | 123 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $32,810 | 123 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $33,853 | 123 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $35,454 | 123 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $40,661 | 123 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,467 | 123 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,785 | 97 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $33,604 | 97 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,387 | 101 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $35,229 | 97 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $37,131 | 124 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $36,330 | 127 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $34,794 | 124 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,685 | 124 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $32,139 | 97 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $26,914 | 97 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $65,089 | 247 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $59,183 | 247 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $56,718 | 247 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $49,439 | 247 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $23,944 | 101 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $35,052 | 145 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $30,186 | 145 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $24,564 | 145 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $79,751 | 425 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $74,592 | 421 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||