Position in CI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,789,892
-$32,681 QoQ
Shares Held
6,710
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $26,724,260 across 6 Healthcare Plans names. CI ranks #2 (6.7% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,789,892 | 6,710 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,822,573 | 6,622 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,833,270 | 6,360 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,112,406 | 6,390 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,087,834 | 6,346 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,762,601 | 6,383 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,768,400 | 13,764 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,093,091 | 15,407 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,115,393 | 16,838 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,922,522 | 19,778 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,233,836 | 14,800 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,164,104 | 14,840 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,842,404 | 15,037 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,507,202 | 16,621 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,801,340 | 17,304 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,693,027 | 17,809 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,856,043 | 16,093 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,891,080 | 16,945 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,407,523 | 17,024 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||