Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,770,032
+$469,314 QoQ
Shares Held
10,048
+16.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#521
of 1,684 holders
Holding Since
Mar 2023
8 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, 2026Oak Thistle LLC holds $22,207,668 across 6 Healthcare Plans names. CI ranks #3 (12.5% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,770,032 | 10,048 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,300,718 | 8,625 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $4,958,188 | 17,201 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $2,153,634 | 6,546 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,028,621 | 3,725 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $503,458 | 1,523 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $1,451,233 | 5,073 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $837,371 | 3,277 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||