Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$693,059
-$35,702 QoQ
Shares Held
2,514
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#875
of 1,682 holders
Holding Since
Mar 2022
13 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, 2026Aaron Wealth Advisors LLC holds $10,660,274 across 6 Healthcare Plans names. CI ranks #5 (6.5% of the industry book) .
All Filings in CI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,059 | 2,514 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $728,761 | 2,732 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $907,433 | 3,297 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $566,699 | 1,966 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $673,722 | 2,038 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $680,701 | 2,069 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $385,767 | 1,397 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $415,381 | 1,199 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $321,644 | 973 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $303,990 | 837 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $224,278 | 784 | Shares | Sole | 2023-10-19 | |
| 2022-12-31 | $249,830 | 754 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $554,000 | 132,743 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||