Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$20,400
+$661 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,507
of 1,682 holders
Holding Since
Dec 2023
11 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $1,341,526 across 5 Healthcare Plans names. CI ranks #4 (1.5% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,400 | 74 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $19,739 | 74 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,550 | 111 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,995 | 111 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,694 | 111 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,095 | 55 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,187 | 55 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,054 | 55 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,181 | 55 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,975 | 55 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,469 | 55 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||