Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$271,544
-$4,008 QoQ
Shares Held
985
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,221
of 1,684 holders
Holding Since
Mar 2026
2 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, 2026Tevis Investment Management holds $1,612,228 across 3 Healthcare Plans names. CI ranks #3 (16.8% of the industry book) .
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,544 | 985 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $275,552 | 1,033 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||