Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$374,372
+$12,127 QoQ
Shares Held
1,358
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,098
of 1,682 holders
Holding Since
Mar 2025
6 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, 2026Alpine Bank Wealth Management holds $542,196 across 3 Healthcare Plans names. CI ranks #1 (69.0% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,372 | 1,358 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $362,245 | 1,358 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $424,954 | 1,544 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $574,770 | 1,994 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $659,175 | 1,994 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $656,026 | 1,994 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||