Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$492,088
+$51,417 QoQ
Shares Held
1,785
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#993
of 1,682 holders
Holding Since
Dec 2023
10 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, 2026CERTUITY, LLC holds $2,944,869 across 5 Healthcare Plans names. CI ranks #5 (16.7% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,088 | 1,785 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $440,671 | 1,652 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $373,762 | 1,358 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $609,648 | 2,115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $669,424 | 2,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $686,623 | 2,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $523,561 | 1,896 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $352,675 | 1,018 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $297,182 | 899 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $312,625 | 1,044 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||