Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,769,346
+$3,939,776 QoQ
Shares Held
78,966
+18.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#216
of 1,684 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CSM Advisors, LLC holds $48,897,822 across 3 Healthcare Plans names. CI ranks #2 (44.5% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,769,346 | 78,966 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,829,570 | 66,840 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,260,967 | 77,248 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,494,286 | 71,099 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,626,512 | 44,245 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||