Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$277,334
+$8,984 QoQ
Shares Held
1,006
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,207
of 1,679 holders
Holding Since
Dec 2021
19 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, 2026REGATTA CAPITAL GROUP, LLC holds $1,262,568 across 4 Healthcare Plans names. CI ranks #3 (22.0% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,334 | 1,006 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $268,350 | 1,006 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $276,881 | 1,006 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $289,979 | 1,006 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $332,563 | 1,006 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $329,329 | 1,001 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $276,416 | 1,001 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $380,391 | 1,098 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $358,999 | 1,086 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $394,424 | 1,086 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $325,202 | 1,086 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $310,672 | 1,086 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $304,731 | 1,086 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $269,584 | 1,055 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $349,563 | 1,055 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $292,453 | 1,054 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,750 | 1,054 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $252,548 | 1,054 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $242,030 | 1,054 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||