Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,110,714
-$29,642 QoQ
Shares Held
4,029
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#732
of 1,679 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Net Worth Advisory Group holds $3,498,247 across 6 Healthcare Plans names. CI ranks #1 (31.8% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,714 | 4,029 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,140,356 | 4,275 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,087,984 | 3,953 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,086,414 | 3,769 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,391,741 | 4,210 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,137,024 | 3,456 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $905,739 | 3,280 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,182,399 | 3,413 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||