Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$206,208
-$1,235,171 QoQ
Shares Held
748
-85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,339
of 1,682 holders
Holding Since
Dec 2021
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, 2026Forum Financial Management, LP holds $1,097,019 across 4 Healthcare Plans names. CI ranks #3 (18.8% 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 | $206,208 | 748 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $1,441,379 | 5,237 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,514,177 | 5,253 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,626,123 | 4,919 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,497,608 | 4,552 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,284,603 | 4,652 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,552,744 | 4,482 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,482,606 | 4,485 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,493,074 | 4,111 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,230,739 | 4,110 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,175,747 | 4,110 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,155,510 | 4,118 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,066,071 | 4,172 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,324,034 | 3,996 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,108,770 | 3,996 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,053,025 | 3,996 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $866,908 | 3,618 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $756,630 | 3,295 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||