Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$323,648
-$59,671 QoQ
Shares Held
1,174
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,158
of 1,679 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Procyon Advisors, LLC holds $5,338,444 across 4 Healthcare Plans names. CI ranks #4 (6.1% of the industry book) .
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,648 | 1,174 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $383,319 | 1,437 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $294,771 | 1,071 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,193,355 | 4,140 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $968,268 | 2,929 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,131,102 | 3,438 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $214,446 | 619 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $225,118 | 681 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $202,296 | 557 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $204,224 | 682 | Shares | Sole | 2024-01-18 | |
| 2020-06-30 | $63,238 | 337 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $48,015 | 271 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||