Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$334,124
+$42,833 QoQ
Shares Held
1,212
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,141
of 1,682 holders
Holding Since
Mar 2020
22 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, 2026Red Door Wealth Management, LLC holds $10,573,499 across 4 Healthcare Plans names. CI ranks #3 (3.2% of the industry book) .
All Filings in CI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,124 | 1,212 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $291,291 | 1,092 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $300,551 | 1,092 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $383,949 | 1,332 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $440,332 | 1,332 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $438,228 | 1,332 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $937,771 | 3,396 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,202,493 | 3,471 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,135,507 | 3,435 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,247,557 | 3,435 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $998,066 | 3,333 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $854,777 | 2,988 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $771,088 | 2,748 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $687,631 | 2,691 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $931,396 | 2,811 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $761,655 | 2,745 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $796,884 | 3,024 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $699,900 | 2,921 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $482,911 | 2,103 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $948 | 4 | Shares | Sole | 2021-07-29 | |
| 2020-06-30 | $750 | 4 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $708 | 4 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||