Position in CI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$274,301
+$7,551 QoQ
Shares Held
995
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,217
of 1,684 holders
Holding Since
Dec 2025
3 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, 2026Highland Financial Advisors, LLC holds $274,301 across 1 Healthcare Plans name. CI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
995 | $274,301 |
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,301 | 995 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $266,750 | 1,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $274,129 | 996 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||