Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$754,536
+$19,907 QoQ
Shares Held
2,737
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#852
of 1,682 holders
Holding Since
Dec 2021
19 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, 2026HBW ADVISORY SERVICES LLC holds $5,882,837 across 3 Healthcare Plans names. CI ranks #2 (12.8% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,536 | 2,737 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $734,629 | 2,754 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $785,231 | 2,853 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,016,081 | 3,525 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,211,245 | 3,664 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $3,749,613 | 11,397 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,035,883 | 10,994 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,713,143 | 10,718 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,337,078 | 13,120 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $4,036 | 13,476 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,035,388 | 13,476 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,846,782 | 13,447 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,380,727 | 15,612 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $3,825,284 | 14,970 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $5,291,168 | 15,969 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $4,942,850 | 17,814 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $4,645,067 | 17,627 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,979,418 | 8,261 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,301,658 | 18,733 | Shares | Sole | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||