Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$331,918
-$45,266 QoQ
Shares Held
1,204
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,144
of 1,682 holders
Holding Since
Mar 2024
8 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, 2026Opal Wealth Advisors, LLC holds $2,360,620 across 3 Healthcare Plans names. CI ranks #3 (14.1% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,918 | 1,204 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $377,184 | 1,414 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $294,771 | 1,071 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $392,308 | 1,361 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $315,373 | 954 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $138,180 | 420 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $251,563 | 761 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $177,599 | 489 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||