Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$918,288
+$297,296 QoQ
Shares Held
3,331
+43.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#790
of 1,679 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,755,631 across 5 Healthcare Plans names. CI ranks #2 (16.0% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,288 | 3,331 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $620,992 | 2,328 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $863,669 | 3,138 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $993,884 | 3,448 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,041,324 | 3,150 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,029,770 | 3,130 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $451,762 | 1,636 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $321,147 | 927 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $302,800 | 916 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||