Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$12,129
+$392 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,542
of 1,682 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $82,217 across 3 Healthcare Plans names. CI ranks #2 (14.8% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,129 | 44 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,737 | 44 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,110 | 44 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,683 | 44 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,545 | 44 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,476 | 44 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $15,243 | 44 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,545 | 44 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,980 | 44 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,175 | 44 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||