Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,674,981
+$826,046 QoQ
Shares Held
16,958
+17.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#426
of 1,679 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Empower Advisory Group, LLC holds $215,355,653 across 4 Healthcare Plans names. CI ranks #2 (2.2% of the industry book) .
All Filings in CI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,674,981 | 16,958 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,848,935 | 14,429 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,161,202 | 15,119 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,618,978 | 12,555 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,723,322 | 11,263 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,658,480 | 11,120 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,867,161 | 10,383 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,257,228 | 9,402 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,421,399 | 10,350 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,366,182 | 6,515 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,072,194 | 6,920 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,845,437 | 6,451 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,784,896 | 6,361 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,037,962 | 4,062 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||