Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,930
+$9,752 QoQ
Shares Held
1,331
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,104
of 1,682 holders
Holding Since
Dec 2023
11 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,917,665 across 5 Healthcare Plans names. CI ranks #3 (6.2% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,930 | 1,331 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $357,178 | 1,339 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $497,065 | 1,806 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $467,829 | 1,623 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $513,390 | 1,553 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $462,574 | 1,406 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $423,046 | 1,532 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $809,630 | 2,337 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $648,247 | 1,961 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $636,308 | 1,752 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $488,402 | 1,631 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||