Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$513,867
+$8,643 QoQ
Shares Held
1,864
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#977
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, 2026Palumbo Wealth Management LLC holds $513,867 across 1 Healthcare Plans name. CI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
1,864 | $513,867 |
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,867 | 1,864 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $505,224 | 1,894 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $512,203 | 1,861 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $555,457 | 1,927 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $622,812 | 1,884 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $617,204 | 1,876 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $494,290 | 1,790 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $617,009 | 1,781 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $586,431 | 1,774 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $641,756 | 1,767 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $527,032 | 1,760 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $501,480 | 1,753 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $489,647 | 1,745 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $443,855 | 1,737 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $572,886 | 1,729 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $481,132 | 1,734 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $455,362 | 1,728 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $412,129 | 1,720 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $436,985 | 1,903 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $379,103 | 1,894 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $446,876 | 1,885 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $451,086 | 1,866 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $366,813 | 1,762 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||