Position in CI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$813,851
+$535,597 QoQ
Shares Held
3,051
+201.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,561,603 across 6 Healthcare Plans names. CI ranks #2 (17.8% of the industry book) .
All Filings in CI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $813,851 | 3,051 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $278,254 | 1,011 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $469,556 | 1,629 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $644,296 | 1,949 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,802 | 738 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $252,553 | 729 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $216,268 | 756 | Shares | Other | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||