Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$270,442
+$8,227 QoQ
Shares Held
981
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,220
of 1,679 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $716,828 across 2 Healthcare Plans names. CI ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
4,315 | $446,386 | |
| 2 | CI |
Cigna Group
This page
|
981 | $270,442 |
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,442 | 981 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $262,215 | 983 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $277,431 | 1,008 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $268,360 | 931 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $319,009 | 965 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $313,208 | 952 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $262,056 | 949 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $318,031 | 918 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $301,810 | 913 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $238,615 | 657 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $203,111 | 613 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||