Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$216,960
+$15,297 QoQ
Shares Held
787
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,320
of 1,682 holders
Holding Since
Jun 2022
15 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, 2026Thrive Wealth Management, LLC holds $1,158,348 across 3 Healthcare Plans names. CI ranks #3 (18.7% of the industry book) .
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,960 | 787 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $201,663 | 756 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $210,999 | 732 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $251,571 | 761 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $246,750 | 750 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $270,916 | 782 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $264,125 | 799 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $282,561 | 778 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $235,367 | 786 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $299,515 | 1,047 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $274,146 | 977 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $255,785 | 1,001 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $328,689 | 992 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $229,745 | 828 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $216,086 | 820 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||