Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,929
+$200 QoQ
Shares Held
7
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,649
of 1,682 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $332,554 across 3 Healthcare Plans names. CI ranks #2 (0.6% of the industry book) .
All Filings in CI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,929 | 7 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $1,729 | 6 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,925 | 27 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,303 | 7 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,761 | 10 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,810 | 11 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,636 | 11 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,995 | 11 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,293 | 11 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,146 | 11 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,086 | 11 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,810 | 11 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,644 | 11 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||