Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$344,048
+$12,211 QoQ
Shares Held
1,248
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,125
of 1,682 holders
Holding Since
Sep 2024
8 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, 2026Garden State Investment Advisory Services LLC holds $1,733,321 across 3 Healthcare Plans names. CI ranks #2 (19.8% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,048 | 1,248 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $331,837 | 1,244 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $345,964 | 1,257 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $364,059 | 1,263 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $409,588 | 1,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $419,146 | 1,274 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $376,378 | 1,363 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $443,096 | 1,279 | Shares | Sole | 2024-12-10 | |
| No filing history on record for this holder in this stock. | ||||||