Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$683,135
+$14,927 QoQ
Shares Held
2,478
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#877
of 1,682 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WILLNER & HELLER, LLC holds $1,111,245 across 2 Healthcare Plans names. CI ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,478 | $683,135 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,107 | $428,110 |
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,135 | 2,478 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $668,208 | 2,505 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $519,634 | 1,888 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $425,745 | 1,477 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $532,233 | 1,610 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $547,456 | 1,664 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $257,638 | 933 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $275,073 | 794 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $238,340 | 721 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $260,770 | 718 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $214,106 | 715 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $232,600 | 702 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||