Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$833,656
+$112,098 QoQ
Shares Held
3,024
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#813
of 1,682 holders
Holding Since
Jun 2024
8 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, 2026Prosperity Consulting Group, LLC holds $4,751,662 across 5 Healthcare Plans names. CI ranks #2 (17.5% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,656 | 3,024 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $721,558 | 2,705 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $702,937 | 2,554 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $627,808 | 2,178 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $481,324 | 1,456 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $219,114 | 666 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $212,714 | 614 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $205,945 | 623 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||