Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$620,555
+$105,194 QoQ
Shares Held
2,251
+16.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#910
of 1,682 holders
Holding Since
Sep 2022
8 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, 2026Accurate Wealth Management, LLC holds $4,699,856 across 5 Healthcare Plans names. CI ranks #3 (13.2% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,555 | 2,251 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $515,361 | 1,932 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $426,056 | 1,548 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $475,324 | 1,649 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $496,531 | 1,502 | Shares | Sole | 2025-07-15 | |
| 2023-12-31 | $2,185,685 | 7,299 | Shares | Sole | 2024-01-12 | |
| 2022-12-31 | $382,697 | 1,155 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $584,074 | 2,105 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||