Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$276,231
+$9,215 QoQ
Shares Held
1,002
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,211
of 1,682 holders
Holding Since
Dec 2022
15 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, 2026Beaumont Financial Advisors, LLC holds $1,161,938 across 2 Healthcare Plans names. CI ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
2,131 | $885,707 | |
| 2 | CI |
Cigna Group
This page
|
1,002 | $276,231 |
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,231 | 1,002 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $267,016 | 1,001 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $274,404 | 997 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $419,980 | 1,457 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $493,886 | 1,494 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $485,604 | 1,476 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $416,419 | 1,508 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $574,397 | 1,658 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $554,696 | 1,678 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $599,989 | 1,652 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $300,647 | 1,004 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,482,716 | 15,670 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,455,086 | 15,877 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,964,292 | 15,514 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,572,492 | 13,800 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||