Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,766,231
+$330,446 QoQ
Shares Held
17,289
+4.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#420
of 1,682 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $16,563,521 across 3 Healthcare Plans names. CI ranks #2 (28.8% of the industry book) .
All Filings in CI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,766,231 | 17,289 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,435,785 | 16,629 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $806,423 | 2,930 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,145,611 | 14,382 | Shares | Sole | 2025-11-12 | |
| 2020-09-30 | $614,280 | 3,626 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $672,725 | 3,585 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $635,190 | 3,585 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||