Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$211,170
-$48,644 QoQ
Shares Held
766
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,328
of 1,682 holders
Holding Since
Dec 2022
13 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, 2026Relyea Zuckerberg Hanson LLC holds $2,112,675 across 3 Healthcare Plans names. CI ranks #3 (10.0% of the industry book) .
All Filings in CI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,170 | 766 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $259,814 | 974 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $316,786 | 1,099 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $385,125 | 1,165 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $397,103 | 1,207 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $308,724 | 1,118 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $410,877 | 1,186 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $386,105 | 1,168 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $412,220 | 1,135 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $333,287 | 1,113 | Shares | Sole | 2024-10-31 | |
| 2023-09-30 | $308,383 | 1,078 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $292,104 | 1,041 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $208,412 | 629 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||