Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$750,952
+$28,060 QoQ
Shares Held
2,724
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#854
of 1,682 holders
Holding Since
Mar 2023
14 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $8,408,443 across 6 Healthcare Plans names. CI ranks #5 (8.9% of the industry book) .
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,952 | 2,724 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $722,892 | 2,710 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $272,202 | 989 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $260,866 | 905 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $378,183 | 1,144 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $387,891 | 1,179 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $295,745 | 1,071 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $708,123 | 2,044 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $688,907 | 2,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $726,016 | 1,999 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $613,872 | 2,050 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $590,448 | 2,064 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $646,221 | 2,303 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $256,807 | 1,005 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||