Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$174,505
+$5,653 QoQ
Shares Held
633
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,363
of 1,682 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, 2026Coston, McIsaac & Partners holds $386,202 across 4 Healthcare Plans names. CI ranks #1 (45.2% 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 | $174,505 | 633 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $168,852 | 633 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $174,220 | 633 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $182,174 | 632 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $208,926 | 632 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $207,928 | 632 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $174,244 | 631 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $218,603 | 631 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $208,589 | 631 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $229,172 | 631 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $207,518 | 693 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $197,960 | 692 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $197,542 | 704 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $179,637 | 703 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $231,275 | 698 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $193,119 | 696 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $183,409 | 696 | Shares | Sole | 2022-09-21 | |
| No filing history on record for this holder in this stock. | ||||||