Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$396,703
-$245,364 QoQ
Shares Held
1,439
-40.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,076
of 1,682 holders
Holding Since
Jun 2020
25 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, 2026WEALTH ALLIANCE, LLC holds $3,596,278 across 4 Healthcare Plans names. CI ranks #4 (11.0% of the industry book) .
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,703 | 1,439 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $642,067 | 2,407 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $598,625 | 2,175 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $603,307 | 2,093 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $674,052 | 2,039 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $692,545 | 2,105 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $541,786 | 1,962 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $688,722 | 1,988 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $687,585 | 2,080 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $813,182 | 2,239 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $709,097 | 2,368 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $681,418 | 2,382 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $741,064 | 2,641 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $663,866 | 2,598 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $778,648 | 2,350 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $722,808 | 2,605 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $705,179 | 2,676 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $654,374 | 2,731 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $580,504 | 2,528 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $450,960 | 2,253 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $470,109 | 1,983 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $471,151 | 1,949 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $378,470 | 1,818 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $296,467 | 1,750 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $272,843 | 1,454 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||