Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$81,601
+$2,643 QoQ
Shares Held
296
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,416
of 1,682 holders
Holding Since
Dec 2020
23 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, 2026SITTNER & NELSON, LLC holds $500,700 across 3 Healthcare Plans names. CI ranks #3 (16.3% of the industry book) .
All Filings in CI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,601 | 296 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $78,958 | 296 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $88,348 | 321 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $85,322 | 296 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $100,826 | 305 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $100,345 | 305 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $78,699 | 285 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $98,735 | 285 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $94,212 | 285 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $118,399 | 326 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $97,620 | 326 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $73,806 | 258 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $73,236 | 261 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $66,693 | 261 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $86,479 | 261 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $72,419 | 261 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $103,036 | 391 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,538 | 261 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $59,933 | 261 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $44,035 | 220 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $52,155 | 220 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $53,182 | 220 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $45,799 | 220 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||