Position in CI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$552,462
+$45,371 QoQ
Shares Held
2,004
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#953
of 1,682 holders
Holding Since
Mar 2021
11 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, 2026Burns Matteson Capital Management, LLC holds $4,751,923 across 6 Healthcare Plans names. CI ranks #6 (11.6% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,462 | 2,004 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $507,091 | 1,901 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $517,707 | 1,881 | Shares | Sole | 2026-01-15 | |
| 2024-06-30 | $313,049 | 947 | Shares | Sole | 2024-07-09 | |
| 2023-09-30 | $597,886 | 2,090 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $492,661 | 1,928 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $651,083 | 1,965 | Shares | Sole | 2023-12-12 | |
| 2022-06-30 | $837,203 | 3,177 | Shares | Sole | 2023-12-12 | |
| 2021-12-31 | $684,756 | 2,982 | Shares | Sole | 2023-12-12 | |
| 2021-06-30 | $317,436 | 1,339 | Shares | Sole | 2023-12-12 | |
| 2021-03-31 | $204,270 | 845 | Shares | Sole | 2023-12-12 | |
| No filing history on record for this holder in this stock. | ||||||