Position in CI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,336,003
+$89,122 QoQ
Shares Held
12,101
-0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#487
of 1,684 holders
Holding Since
Dec 2020
23 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, 2026Waterfront Wealth Inc. holds $4,194,694 across 2 Healthcare Plans names. CI ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
12,101 | $3,336,003 | |
| 2 | UNH |
Unitedhealth Group Inc
|
2,066 | $858,691 |
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,336,003 | 12,101 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,246,881 | 12,172 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,241,108 | 11,776 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,038,276 | 3,602 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,182,154 | 3,576 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,178,149 | 3,581 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $940,532 | 3,406 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $865,060 | 2,497 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $804,276 | 2,433 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $857,491 | 2,361 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $982,495 | 3,281 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $939,453 | 3,284 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,126,889 | 4,016 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $867,268 | 3,394 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $834,976 | 2,520 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $978,359 | 3,526 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $914,677 | 3,471 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $953,887 | 3,981 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $842,282 | 3,668 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $638,710 | 3,191 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $658,580 | 2,778 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $627,557 | 2,596 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $491,929 | 2,363 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||