Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,378
+$45 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,657
of 1,682 holders
Holding Since
Sep 2025
4 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, 2026SWAN Capital LLC holds $7,384 across 3 Healthcare Plans names. CI ranks #3 (18.7% of the industry book) .
All Filings in CI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,378 | 5 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,333 | 5 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,376 | 5 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,441 | 5 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||