Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$463,693
+$26,223 QoQ
Shares Held
1,682
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,015
of 1,682 holders
Holding Since
Dec 2024
6 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, 2026Northern Financial Advisors Inc holds $1,903,026 across 3 Healthcare Plans names. CI ranks #3 (24.4% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,693 | 1,682 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $437,470 | 1,640 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $294,879 | 1,023 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $494,547 | 1,496 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $246,750 | 750 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $208,209 | 754 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||