Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$51,827
+$48,250 QoQ
Shares Held
188
+1346.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,447
of 1,682 holders
Holding Since
Mar 2022
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, 2026Lloyd Advisory Services, LLC. holds $55,965 across 2 Healthcare Plans names. CI ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
188 | $51,827 | |
| 2 | CVS |
CVS HEALTH Corp
|
40 | $4,138 |
All Filings in CI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,827 | 188 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $3,577 | 13 | Shares | Sole | 2026-02-06 | |
| 2023-09-30 | $434,540 | 1,519 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $29,951 | 125 | Shares | Other | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||