Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$764,460
+$45,036 QoQ
Shares Held
2,773
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#847
of 1,682 holders
Holding Since
Sep 2024
8 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, 2026Live Oak Investment Partners holds $764,460 across 1 Healthcare Plans name. CI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,773 | $764,460 |
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,460 | 2,773 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $719,424 | 2,697 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $652,019 | 2,369 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $746,279 | 2,589 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $797,689 | 2,413 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $818,552 | 2,488 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $669,321 | 2,424 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $838,699 | 2,421 | Principal | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||