Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,527,542
+$1,523,906 QoQ
Shares Held
5,541
+50272.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#660
of 1,684 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bellwether Advisors, LLC holds $8,044,791 across 3 Healthcare Plans names. CI ranks #3 (19.0% 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 | $1,527,542 | 5,541 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $3,636 | 11 | Shares | Sole | 2025-08-11 | |
| 2023-12-31 | $7,618,008 | 25,440 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $2,082,058 | 8,148 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,805,803 | 5,450 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,214 | 26 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,588 | 25 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,990 | 25 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,740 | 25 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,004 | 25 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,926 | 25 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,043 | 25 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,204 | 25 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||