Position in CI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$10,291,409
+$1,636,973 QoQ
Shares Held
37,331
+15.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#304
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $23,823,476 across 4 Healthcare Plans names. CI ranks #1 (43.2% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,291,409 | 37,331 | Shares | Defined | 2026-08-19 | |
| 2026-03-31 | $8,654,436 | 32,444 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,442,315 | 34,307 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,122,519 | 48,994 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,752,779 | 35,552 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,006,197 | 36,493 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,680,363 | 35,056 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $10,937,803 | 31,572 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,143,870 | 30,686 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,748,607 | 29,595 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $8,494,797 | 28,368 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,968,850 | 20,865 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,894,225 | 17,442 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,719,094 | 10,641 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,255,084 | 9,824 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,754,722 | 9,928 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,570,842 | 5,961 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,557,225 | 6,499 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,449,883 | 6,314 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $792,633 | 3,960 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $951,836 | 4,015 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $959,707 | 3,970 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $829,597 | 3,985 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $560,916 | 3,311 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $643,264 | 3,428 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $601,171 | 3,393 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||