Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$357,832
+$11,591 QoQ
Shares Held
1,298
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,109
of 1,679 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Truvestments Capital LLC holds $974,719 across 4 Healthcare Plans names. CI ranks #2 (36.7% of the industry book) .
All Filings in CI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,832 | 1,298 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $346,241 | 1,298 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $356,973 | 1,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $432,951 | 1,502 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,479 | 68 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,372 | 68 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,777 | 68 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,211 | 67 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $24,333 | 67 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,549 | 92 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,032 | 91 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,534 | 91 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,864 | 66 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,820 | 90 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,972 | 90 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,453 | 89 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $20,437 | 89 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,614 | 88 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $21,810 | 92 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $26,107 | 108 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $22,483 | 108 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $28,171 | 159 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||