Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,842,369
+$308,557 QoQ
Shares Held
6,683
+16.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#602
of 1,682 holders
Holding Since
Dec 2022
13 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, 2026MBM WEALTH CONSULTANTS, LLC holds $4,304,992 across 4 Healthcare Plans names. CI ranks #2 (42.8% of the industry book) .
All Filings in CI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,842,369 | 6,683 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,533,812 | 5,750 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,469,177 | 5,338 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,419,054 | 4,923 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,373,559 | 4,155 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,311,394 | 3,986 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,072,803 | 3,885 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,252,380 | 3,615 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,101,789 | 3,333 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,125,889 | 3,100 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $974,410 | 3,254 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $29 | 0 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $37,441 | 113 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||