Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$591,333
+$70,637 QoQ
Shares Held
2,145
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#932
of 1,682 holders
Holding Since
Jun 2022
16 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, 2026Frank, Rimerman Advisors LLC holds $10,267,239 across 6 Healthcare Plans names. CI ranks #4 (5.8% of the industry book) .
All Filings in CI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,333 | 2,145 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $520,696 | 1,952 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $539,726 | 1,961 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $637,032 | 2,210 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $881,987 | 2,668 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $952,784 | 2,896 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $682,618 | 2,472 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,668,108 | 4,815 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,671,031 | 5,055 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,089 | 3 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $898 | 3 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $227,847 | 812 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $208,768 | 817 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $272,361 | 822 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $229,467 | 827 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $209,234 | 794 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||