Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$819,872
+$313,047 QoQ
Shares Held
2,974
+56.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#821
of 1,682 holders
Holding Since
Dec 2021
19 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $3,354,244 across 6 Healthcare Plans names. CI ranks #2 (24.4% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,872 | 2,974 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $506,825 | 1,900 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $403,211 | 1,465 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $375,301 | 1,302 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $413,555 | 1,251 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $358,939 | 1,091 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $329,158 | 1,192 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $524,509 | 1,514 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $503,788 | 1,524 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $540,063 | 1,487 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $456,062 | 1,523 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $436,828 | 1,527 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $399,293 | 1,423 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $375,118 | 1,468 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $466,195 | 1,407 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $424,251 | 1,529 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $465,639 | 1,767 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $360,373 | 1,504 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $321,941 | 1,402 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||