Position in CI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,205
-$1,880,571 QoQ
Shares Held
8
-99.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,640
of 1,679 holders
Holding Since
Jun 2023
3 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, 2026Buck Wealth Strategies, LLC holds $507,755 across 4 Healthcare Plans names. CI ranks #3 (0.4% of the industry book) .
All Filings in CI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205 | 8 | Shares | Sole | 2026-07-30 | |
| 2024-03-31 | $1,882,776 | 5,184 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $74,359 | 265 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||