Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$315,102
-$13,534 QoQ
Shares Held
1,143
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,168
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026CVA Family Office, LLC holds $2,265,126 across 9 Healthcare Plans names. CI ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,297 | $954,702 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,640 | $376,558 | |
| 3 | CI |
Cigna Group
This page
|
1,143 | $315,102 | |
| 4 | ELV |
Elevance Health, Inc.
|
722 | $279,219 | |
| 5 | CNC |
Centene Corp
|
3,742 | $240,198 | |
| 6 | HUM |
Humana Inc
|
213 | $84,607 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
39 | $8,919 | |
| 8 | OSCR |
Oscar Health, Inc.
|
149 | $4,249 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,102 | 1,143 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $328,636 | 1,232 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $281,560 | 1,023 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $362,330 | 1,257 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $477,688 | 1,445 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $465,864 | 1,416 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $368,370 | 1,334 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $466,654 | 1,347 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $440,980 | 1,334 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $479,047 | 1,319 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $394,675 | 1,318 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $375,895 | 1,314 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $338,684 | 1,207 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $318,134 | 1,245 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $402,246 | 1,214 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $316,038 | 1,139 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $110,414 | 419 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $65,653 | 274 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $57,177 | 249 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $800 | 4 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $95,776 | 404 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $75,906 | 314 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $832 | 4 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $677 | 4 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $750 | 4 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $708 | 4 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||