Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,540,942
+$537,917 QoQ
Shares Held
9,217
+22.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#538
of 1,682 holders
Holding Since
Mar 2022
18 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, 2026Wedmont Private Capital holds $12,548,975 across 6 Healthcare Plans names. CI ranks #2 (20.2% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,540,942 | 9,217 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,003,025 | 7,509 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,040,555 | 7,414 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,839,899 | 6,383 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,069,761 | 6,261 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,532,482 | 4,658 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,287,916 | 4,664 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,486,574 | 4,291 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,383,766 | 4,186 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,405,545 | 3,870 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,112,756 | 3,716 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $978,073 | 3,419 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $734,610 | 2,618 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $471,708 | 1,846 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $771,028 | 2,327 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $535,794 | 1,931 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $390,009 | 1,480 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $269,561 | 1,125 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||