Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$742,130
-$1,035 QoQ
Shares Held
2,692
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#855
of 1,679 holders
Holding Since
Jun 2022
17 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, 2026Greenfield Savings Bank holds $5,425,370 across 4 Healthcare Plans names. CI ranks #4 (13.7% of the industry book) .
All Filings in CI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,130 | 2,692 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $743,165 | 2,786 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $729,359 | 2,650 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $722,931 | 2,508 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $851,904 | 2,577 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $874,153 | 2,657 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $711,888 | 2,578 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $696,690 | 2,011 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $664,776 | 2,011 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $743,813 | 2,048 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $628,246 | 2,098 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $600,174 | 2,098 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $588,698 | 2,098 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $536,101 | 2,098 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $729,279 | 2,201 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $610,711 | 2,201 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $580,007 | 2,201 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||