Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$664,388
+$22,588 QoQ
Shares Held
2,410
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#881
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026Essex Bank holds $3,243,821 across 3 Healthcare Plans names. CI ranks #3 (20.5% 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 | $664,388 | 2,410 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $641,800 | 2,406 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $778,075 | 2,827 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $942,576 | 3,270 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,092,236 | 3,304 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,096,228 | 3,332 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $924,240 | 3,347 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,190,020 | 3,435 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,138,482 | 3,444 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,257,726 | 3,463 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,036,994 | 3,463 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $964,913 | 3,373 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $952,636 | 3,395 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $831,494 | 3,254 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,190,835 | 3,594 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $968,646 | 3,491 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $923,900 | 3,506 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $849,416 | 3,545 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $726,319 | 3,163 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $624,698 | 3,121 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $725,907 | 3,062 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $830,134 | 3,434 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $714,057 | 3,430 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $588,529 | 3,474 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $441,540 | 2,353 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $416,904 | 2,353 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||