Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$776,030
-$212,278 QoQ
Shares Held
2,815
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#841
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, 2026Aberdeen Wealth Management LLC holds $911,064 across 3 Healthcare Plans names. CI ranks #1 (85.2% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,030 | 2,815 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $988,308 | 3,705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,019,727 | 3,705 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,080,937 | 3,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,239,675 | 3,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,233,750 | 3,750 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,035,525 | 3,750 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $1,351,808 | 3,902 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,458,805 | 4,413 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,611,474 | 4,437 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,186,420 | 3,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,279,591 | 4,473 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,255,123 | 4,473 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,142,985 | 4,473 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,482,083 | 4,473 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,241,123 | 4,473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,178,724 | 4,473 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,100,768 | 4,594 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,039,994 | 4,529 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $864,090 | 4,317 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $983,129 | 4,147 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,002,495 | 4,147 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $825,641 | 3,966 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $656,463 | 3,875 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $764,298 | 4,073 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $691,533 | 3,903 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||