Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$229,090
+$14,090 QoQ
Shares Held
831
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,290
of 1,682 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MBL Wealth, LLC holds $2,426,414 across 5 Healthcare Plans names. CI ranks #5 (9.4% of the industry book) .
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,090 | 831 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $215,000 | 806 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||