Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$251,695
+$8,153 QoQ
Shares Held
913
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,246
of 1,684 holders
Holding Since
Mar 2021
16 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, 2026Brendel Financial Advisors LLC holds $251,695 across 1 Healthcare Plans name. CI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
913 | $251,695 |
All Filings in CI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,695 | 913 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $243,542 | 913 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $251,009 | 912 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $262,884 | 912 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $301,488 | 912 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $301,035 | 915 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $259,571 | 940 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $359,951 | 1,039 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,143,085 | 6,483 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $273,098 | 912 | Shares | Sole | 2024-02-01 | |
| 2023-03-31 | $272,139 | 1,065 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $240,330 | 912 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $218,524 | 912 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $209,422 | 912 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $216,207 | 912 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $220,466 | 912 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||