Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$664,113
-$342,068 QoQ
Shares Held
2,409
-36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#881
of 1,679 holders
Holding Since
Sep 2022
16 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $2,737,674 across 3 Healthcare Plans names. CI ranks #2 (24.3% of the industry book) .
All Filings in CI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,113 | 2,409 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,006,181 | 3,772 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,178,995 | 7,917 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,297,929 | 7,972 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $789,755 | 2,389 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $762,622 | 2,318 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $620,210 | 2,246 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $491,251 | 1,418 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $359,990 | 1,089 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $466,699 | 1,285 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $309,032 | 1,032 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $378,756 | 1,324 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $376,284 | 1,341 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $303,058 | 1,186 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $342,274 | 1,033 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $203,385 | 733 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||