Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,102
+$35 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,662
of 1,682 holders
Holding Since
Mar 2020
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, 2026CBIZ Investment Advisory Services, LLC holds $47,441 across 3 Healthcare Plans names. CI ranks #3 (2.3% of the industry book) .
All Filings in CI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102 | 4 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,067 | 4 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,477 | 9 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,071 | 28 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $26,115 | 79 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,909 | 21 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $1,656 | 6 | Shares | Sole | 2025-02-10 | |
| 2020-03-31 | $20,552 | 116 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||