Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$269,890
+$27,948 QoQ
Shares Held
979
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,223
of 1,682 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $2,955,206 across 4 Healthcare Plans names. CI ranks #4 (9.1% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,890 | 979 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $241,942 | 907 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $306,055 | 1,112 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $719,472 | 2,496 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,004,632 | 3,039 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||