Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$486,023
+$94,968 QoQ
Shares Held
1,763
+20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,001
of 1,682 holders
Holding Since
Mar 2023
14 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, 2026Goldstein Advisors, LLC holds $486,023 across 1 Healthcare Plans name. CI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
1,763 | $486,023 |
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,023 | 1,763 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $391,055 | 1,466 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $350,918 | 1,275 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $321,687 | 1,116 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $337,522 | 1,021 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $358,939 | 1,091 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $299,059 | 1,083 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $298,977 | 863 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $275,364 | 833 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $284,014 | 782 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $281,782 | 941 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $288,644 | 1,009 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $263,202 | 938 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $218,222 | 854 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||