Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,269,230
+$67,255 QoQ
Shares Held
4,604
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#699
of 1,682 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $13,011,352 across 5 Healthcare Plans names. CI ranks #3 (9.8% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,269,230 | 4,604 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,201,975 | 4,506 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,242,938 | 4,516 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $956,125 | 3,317 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,127,277 | 3,410 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,078,133 | 3,277 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $857,966 | 3,107 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,065,649 | 3,076 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,012,205 | 3,062 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,094,654 | 3,014 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||