Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$883,278
+$91,831 QoQ
Shares Held
3,204
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#804
of 1,682 holders
Holding Since
Dec 2023
9 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, 2026First National Advisers, LLC holds $2,158,056 across 3 Healthcare Plans names. CI ranks #2 (40.9% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,278 | 3,204 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $791,447 | 2,967 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $434,863 | 1,580 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $228,100 | 690 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $225,365 | 685 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $239,736 | 692 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $228,754 | 692 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $251,327 | 692 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $207,219 | 692 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||