Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$274,852
-$33,777 QoQ
Shares Held
997
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,214
of 1,682 holders
Holding Since
Dec 2024
7 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, 2026Fiduciary Alliance LLC holds $20,489,346 across 5 Healthcare Plans names. CI ranks #5 (1.3% of the industry book) .
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,852 | 997 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $308,629 | 1,157 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $345,413 | 1,255 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $360,600 | 1,251 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $420,828 | 1,273 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $303,667 | 923 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $252,391 | 914 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||