Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$262,171
+$83,716 QoQ
Shares Held
951
+42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,231
of 1,682 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $2,172,692 across 4 Healthcare Plans names. CI ranks #4 (12.1% of the industry book) .
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,171 | 951 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $178,455 | 669 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $129,082 | 469 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $109,823 | 381 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||