Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,350
+$104,021 QoQ
Shares Held
1,104
+47.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,180
of 1,682 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $2,457,633 across 3 Healthcare Plans names. CI ranks #2 (12.4% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,350 | 1,104 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $200,329 | 751 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $306,606 | 1,114 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,234 | 1,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $395,373 | 1,196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $387,891 | 1,179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $240,517 | 871 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $291,702 | 842 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $288,257 | 872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $224,814 | 619 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||