Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$446,601
+$52,345 QoQ
Shares Held
1,620
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,030
of 1,682 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $1,932,206 across 4 Healthcare Plans names. CI ranks #2 (23.1% of the industry book) .
All Filings in CI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,601 | 1,620 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $394,256 | 1,478 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $451,652 | 1,641 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $439,581 | 1,525 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $487,274 | 1,474 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $470,799 | 1,431 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $358,153 | 1,297 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $442,403 | 1,277 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $388,750 | 1,176 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $406,772 | 1,120 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $305,139 | 1,019 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $274,055 | 958 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||