Position in CI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$209,792
+$6,796 QoQ
Shares Held
761
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,332
of 1,682 holders
Holding Since
Mar 2022
18 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, 2026CJM Wealth Advisers, Ltd. holds $473,717 across 2 Healthcare Plans names. CI ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
635 | $263,925 | |
| 2 | CI |
Cigna Group
This page
|
761 | $209,792 |
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,792 | 761 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $202,996 | 761 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $209,450 | 761 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $249,048 | 864 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $285,621 | 864 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $284,256 | 864 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $238,584 | 864 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $299,324 | 864 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $285,612 | 864 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $313,796 | 864 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $258,724 | 864 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $247,164 | 864 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $242,438 | 864 | Shares | Sole | 2023-09-15 | |
| 2023-03-31 | $220,777 | 864 | Shares | Sole | 2023-09-15 | |
| 2022-12-31 | $286,277 | 864 | Shares | Sole | 2023-09-15 | |
| 2022-09-30 | $239,734 | 864 | Shares | Sole | 2023-09-15 | |
| 2022-06-30 | $227,681 | 864 | Shares | Sole | 2023-09-15 | |
| 2022-03-31 | $207,023 | 864 | Shares | Sole | 2023-09-15 | |
| No filing history on record for this holder in this stock. | ||||||