Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$506,699
+$14,012 QoQ
Shares Held
1,838
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#981
of 1,682 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $7,638,805 across 6 Healthcare Plans names. CI ranks #4 (6.6% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,699 | 1,838 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $492,687 | 1,847 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $543,028 | 1,973 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $614,549 | 2,132 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $746,119 | 2,257 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $785,981 | 2,389 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $676,266 | 2,449 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $849,124 | 2,451 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $812,871 | 2,459 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $894,173 | 2,462 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||