Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$613,112
+$226,058 QoQ
Shares Held
2,224
+53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#914
of 1,682 holders
Holding Since
Mar 2026
2 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $1,190,350 across 2 Healthcare Plans names. CI ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,224 | $613,112 | |
| 2 | MOH |
Molina Healthcare, Inc.
|
2,524 | $577,238 |
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,112 | 2,224 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $387,054 | 1,451 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||