Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,648
+$312 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,558
of 1,682 holders
Holding Since
Sep 2022
16 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, 2026West Financial Advisors, LLC holds $9,648 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
|
35 | $9,648 |
All Filings in CI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,648 | 35 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $9,336 | 35 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,633 | 35 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $10,088 | 35 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,570 | 35 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $11,515 | 35 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,664 | 35 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $12,125 | 35 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $11,569 | 35 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $12,711 | 35 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $10,480 | 35 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $12,014 | 42 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $11,785 | 42 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $8,943 | 35 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11,596 | 35 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $9,711 | 35 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||