Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$379,611
+$8,295 QoQ
Shares Held
1,377
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,092
of 1,684 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $1,128,576 across 2 Healthcare Plans names. CI ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,802 | $748,965 | |
| 2 | CI |
Cigna Group
This page
|
1,377 | $379,611 |
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,611 | 1,377 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $371,316 | 1,392 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $358,349 | 1,302 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $315,057 | 1,093 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $347,439 | 1,051 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||