Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,317,156
+$410,641 QoQ
Shares Held
33,797
+1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#321
of 1,682 holders
Holding Since
Mar 2023
8 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, 2026Callan Family Office, LLC holds $54,501,332 across 6 Healthcare Plans names. CI ranks #3 (17.1% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,317,156 | 33,797 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,906,515 | 33,389 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,833,410 | 24,828 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,385,769 | 29,092 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,481,369 | 31,706 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,134,383 | 9,527 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,599,029 | 9,412 | Shares | Sole | 2025-02-07 | |
| 2023-03-31 | $490,106 | 1,918 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||