Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$308,210
-$4,954 QoQ
Shares Held
1,118
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,174
of 1,682 holders
Holding Since
Dec 2022
11 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, 2026Strategic Investment Advisors / MI holds $1,954,598 across 3 Healthcare Plans names. CI ranks #3 (15.8% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,210 | 1,118 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $313,164 | 1,174 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $1,584,215 | 5,737 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,156,935 | 6,226 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,998,295 | 6,045 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,766,556 | 4,864 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,355,310 | 4,526 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,294,180 | 4,524 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,167,576 | 4,161 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,012,665 | 3,963 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,197,131 | 3,613 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||