Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$137,012
-$4,365 QoQ
Shares Held
497
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,386
of 1,682 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $1,012,492 across 5 Healthcare Plans names. CI ranks #3 (13.5% of the industry book) .
All Filings in CI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,012 | 497 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $141,377 | 530 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $145,871 | 530 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $152,484 | 529 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $174,546 | 528 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $195,755 | 595 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $170,930 | 619 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $218,603 | 631 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $220,159 | 666 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $276,750 | 762 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $227,881 | 761 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $221,704 | 775 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $217,184 | 774 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $199,057 | 779 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $258,113 | 779 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $218,646 | 788 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $208,707 | 792 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $194,323 | 811 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $186,000 | 810 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $159,127 | 795 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $186,099 | 785 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $162,691 | 673 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $144,268 | 693 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||