Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$130,396
+$3,157 QoQ
Shares Held
473
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,389
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $2,499,031 across 7 Healthcare Plans names. CI ranks #3 (5.2% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,396 | 473 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $127,239 | 477 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $134,587 | 489 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $139,224 | 483 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $162,314 | 491 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $160,552 | 488 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $133,375 | 483 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $169,409 | 489 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $162,639 | 492 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $178,688 | 492 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $147,328 | 492 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $139,601 | 488 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $147,314 | 525 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $353,652 | 1,384 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $173,621 | 524 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $367,092 | 1,323 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $335,987 | 1,275 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $300,470 | 1,254 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $119,177 | 519 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $104,483 | 522 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $122,802 | 518 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $126,188 | 522 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $113,249 | 544 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $89,448 | 528 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $99,079 | 528 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $93,551 | 528 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||