Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$277,885
+$15,403 QoQ
Shares Held
1,008
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,208
of 1,684 holders
Holding Since
Sep 2024
8 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, 2026Rothschild Wealth LLC holds $3,511,556 across 5 Healthcare Plans names. CI ranks #4 (7.9% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,885 | 1,008 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $262,482 | 984 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $404,037 | 1,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $395,767 | 1,373 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $486,613 | 1,472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $434,280 | 1,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $358,705 | 1,299 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $446,214 | 1,288 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||