Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$650,053
+$92,546 QoQ
Shares Held
2,358
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#887
of 1,679 holders
Holding Since
Sep 2021
20 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, 2026Prudent Man Advisors, LLC holds $1,929,772 across 3 Healthcare Plans names. CI ranks #2 (33.7% of the industry book) .
All Filings in CI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,053 | 2,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $557,507 | 2,090 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $387,523 | 1,408 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $412,197 | 1,430 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $827,441 | 2,503 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $838,292 | 2,548 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $688,417 | 2,493 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $984,928 | 2,843 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $956,008 | 2,892 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,004,583 | 2,766 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $891,163 | 2,976 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $899,404 | 3,144 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $883,328 | 3,148 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $818,973 | 3,205 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $863,472 | 2,606 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $727,803 | 2,623 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $878,312 | 3,333 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $795,984 | 3,322 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $774,771 | 3,374 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $787,229 | 3,933 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||