Position in CI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$153,829
+$4,983 QoQ
Shares Held
558
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,377
of 1,682 holders
Holding Since
Dec 2021
11 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, 2026Beaird Harris Wealth Management, LLC holds $281,972 across 4 Healthcare Plans names. CI ranks #1 (54.6% 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 | $153,829 | 558 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $148,846 | 558 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $153,578 | 558 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $162,284 | 563 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $193,058 | 584 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $187,530 | 570 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $157,399 | 570 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $201,974 | 583 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $467,095 | 1,413 | Shares | Sole | 2024-08-15 | |
| 2022-03-31 | $341,444 | 1,425 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $318,496 | 1,387 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||