Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,102
-$498 QoQ
Shares Held
4
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,664
of 1,682 holders
Holding Since
Jun 2025
5 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, 2026DecisionPoint Financial, LLC holds $26,964 across 9 Healthcare Plans names. CI ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
42 | $17,456 | |
| 2 | CVS |
CVS HEALTH Corp
|
55 | $5,689 | |
| 3 | CI |
Cigna Group
This page
|
4 | $1,102 | |
| 4 | OSCR |
Oscar Health, Inc.
|
30 | $855 | |
| 5 | ELV |
Elevance Health, Inc.
|
2 | $773 | |
| 6 | CNC |
Centene Corp
|
7 | $449 | |
| 7 | HUM |
Humana Inc
|
1 | $397 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1 | $228 |
All Filings in CI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102 | 4 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,600 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,651 | 6 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,729 | 6 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,983 | 6 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||