Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,811
+$804 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,491
of 1,679 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $147,942 across 3 Healthcare Plans names. CI ranks #2 (16.8% of the industry book) .
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,811 | 90 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $24,007 | 90 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,770 | 90 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,942 | 90 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,752 | 90 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,610 | 90 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,852 | 90 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||