Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$156,861
+$5,081 QoQ
Shares Held
569
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,374
of 1,682 holders
Holding Since
Dec 2022
15 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, 2026Tanglewood Legacy Advisors, LLC holds $156,861 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
|
569 | $156,861 |
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,861 | 569 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $151,780 | 569 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $156,605 | 569 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $164,014 | 569 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $188,100 | 569 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $187,201 | 569 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $159,056 | 576 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $199,549 | 576 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $190,408 | 576 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $209,197 | 576 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $170,387 | 569 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $162,773 | 569 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $159,661 | 569 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $145,396 | 569 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $188,532 | 569 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||