Position in CI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$517,451
+$48,505 QoQ
Shares Held
1,877
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#974
of 1,679 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,641,562 across 4 Healthcare Plans names. CI ranks #2 (19.6% of the industry book) .
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,451 | 1,877 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $468,946 | 1,758 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $483,028 | 1,755 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $477,053 | 1,655 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $430,745 | 1,303 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $482,643 | 1,467 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $353,459 | 1,280 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $514,116 | 1,484 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $555,357 | 1,680 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,198,527 | 3,300 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,176,539 | 3,929 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,148,857 | 4,016 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,251,476 | 4,460 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,047,161 | 4,098 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,366,777 | 4,125 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,079,080 | 3,889 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,032,471 | 3,918 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $921,540 | 3,846 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $812,201 | 3,537 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $602,081 | 3,008 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $550,713 | 2,323 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $606,525 | 2,509 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $328,299 | 1,577 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||