Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,562,002
+$121,820 QoQ
Shares Held
5,666
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#655
of 1,682 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $7,256,808 across 4 Healthcare Plans names. CI ranks #3 (21.5% of the industry book) .
All Filings in CI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,562,002 | 5,666 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,440,182 | 5,399 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,405,323 | 5,106 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $1,232,844 | 4,277 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $1,132,566 | 3,426 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,188,677 | 3,613 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $972,288 | 3,521 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $1,164,730 | 3,362 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $1,085,591 | 3,284 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,279,155 | 3,522 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,180,731 | 3,943 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $1,272,725 | 4,449 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,222,013 | 4,355 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||