Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$273,750
-$4,598 QoQ
Shares Held
993
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,215
of 1,679 holders
Holding Since
Dec 2023
7 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, 2026MONECO ADVISORS, LLC holds $4,979,138 across 4 Healthcare Plans names. CI ranks #4 (5.5% of the industry book) .
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,750 | 993 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $278,348 | 842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,070 | 830 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $252,208 | 728 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $243,960 | 738 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $743,086 | 2,046 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $574,045 | 1,917 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||