Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$214,203
-$48,812 QoQ
Shares Held
777
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,327
of 1,684 holders
Holding Since
Sep 2022
15 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, 2026Balboa Wealth Partners holds $900,523 across 3 Healthcare Plans names. CI ranks #2 (23.8% of the industry book) .
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,203 | 777 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $263,015 | 986 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $242,477 | 881 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $262,595 | 911 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $312,067 | 944 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $266,819 | 811 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $224,777 | 814 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $286,159 | 826 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $284,951 | 862 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $225,904 | 622 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $223,988 | 748 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $217,127 | 759 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $214,378 | 764 | Shares | Defined | 2023-08-08 | |
| 2022-12-31 | $259,107 | 782 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $308,824 | 1,113 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||