Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,984
+$2,111 QoQ
Shares Held
87
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,497
of 1,682 holders
Holding Since
Dec 2021
16 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, 2026Washington Trust Advisors, Inc. holds $438,111 across 5 Healthcare Plans names. CI ranks #2 (5.5% of the industry book) .
All Filings in CI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,984 | 87 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $21,873 | 82 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $18,990 | 69 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $13,259 | 46 | Shares | Other | 2025-11-10 | |
| 2024-09-30 | $154,512 | 446 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $191,730 | 580 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $251,690 | 693 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $57,493 | 192 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $54,924 | 192 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $53,874 | 192 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $49,316 | 193 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $37,441 | 113 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $140,954 | 508 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $141,773 | 538 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $159,580 | 666 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $180,489 | 786 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||