Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$299,664
-$2,492,141 QoQ
Shares Held
1,087
-89.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,186
of 1,682 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SteelPeak Wealth, LLC holds $13,972,897 across 3 Healthcare Plans names. CI ranks #2 (2.1% of the industry book) .
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,664 | 1,087 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,791,805 | 10,466 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,670,095 | 6,068 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $244,724 | 849 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $247,604 | 749 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $258,594 | 786 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $214,446 | 619 | Shares | Sole | 2024-10-25 | |
| 2023-12-31 | $1,154,379 | 3,855 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $315,821 | 1,104 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $309,782 | 1,104 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $516,937 | 2,023 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $743,526 | 2,244 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,203,111 | 7,940 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,147,951 | 8,151 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||