Position in CI
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$61,352
-$153,548 QoQ
Shares Held
230
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
2 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, 2026Western Wealth Management, LLC holds $6,958,420 across 4 Healthcare Plans names.
All Filings in CI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,352 | 230 | Shares | Sole | 2026-05-19 | |
| 2023-03-31 | $214,900 | 841 | Shares | Sole | 2023-08-30 | |
| No filing history on record for this holder in this stock. | ||||||