Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$355,627
+$28,058 QoQ
Shares Held
1,290
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,114
of 1,682 holders
Holding Since
Sep 2025
4 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, 2026Apella Capital, LLC holds $4,126,425 across 4 Healthcare Plans names. CI ranks #4 (8.6% of the industry book) .
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,627 | 1,290 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $327,569 | 1,228 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $281,560 | 1,023 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $219,934 | 763 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||