Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,135
+$134 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,617
of 1,682 holders
Holding Since
Mar 2021
22 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, 2026WOLFF WIESE MAGANA LLC holds $208,692 across 5 Healthcare Plans names. CI ranks #4 (2.0% of the industry book) .
All Filings in CI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,135 | 15 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,001 | 15 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,128 | 15 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,323 | 15 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,950 | 18 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,935 | 15 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,142 | 15 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,196 | 15 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,958 | 15 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,447 | 15 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,491 | 15 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,291 | 15 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,209 | 15 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,344 | 17 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,632 | 17 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $46,891 | 169 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $45,324 | 172 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $39,295 | 164 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $35,362 | 154 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $32,825 | 164 | Shares | Defined | 2021-11-01 | |
| 2021-06-30 | $12,801 | 54 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $8,460 | 35 | Shares | Defined | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||