Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$329,437
-$87,226 QoQ
Shares Held
1,195
-23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,152
of 1,682 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bison Wealth, LLC holds $2,643,763 across 4 Healthcare Plans names. CI ranks #4 (12.5% of the industry book) .
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,437 | 1,195 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $416,663 | 1,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $383,395 | 1,393 | Shares | Sole | 2026-03-24 | |
| No filing history on record for this holder in this stock. | ||||||