Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$218,887
-$1,446 QoQ
Shares Held
794
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,317
of 1,684 holders
Holding Since
Mar 2024
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, 2026Advisor OS, LLC holds $4,229,117 across 4 Healthcare Plans names. CI ranks #4 (5.2% of the industry book) .
All Filings in CI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,887 | 794 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $220,333 | 826 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $203,392 | 739 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $242,416 | 841 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $283,305 | 857 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $238,348 | 688 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $218,504 | 661 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $258,953 | 713 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||