Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$263,825
+$543 QoQ
Shares Held
957
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,228
of 1,679 holders
Holding Since
Mar 2026
2 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, 2026RIVERSEDGE ADVISORS, LLC holds $2,348,384 across 5 Healthcare Plans names. CI ranks #4 (11.2% of the industry book) .
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,825 | 957 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $263,282 | 987 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||