Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$60,098
+$880 QoQ
Shares Held
218
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,438
of 1,684 holders
Holding Since
Dec 2021
19 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, 2026PFS Partners, LLC holds $85,062 across 5 Healthcare Plans names. CI ranks #1 (70.7% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,098 | 218 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $59,218 | 222 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $62,201 | 226 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $66,297 | 230 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $77,355 | 234 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $76,657 | 233 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $66,273 | 240 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $82,799 | 239 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $80,659 | 244 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $89,707 | 247 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $74,263 | 248 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $70,945 | 248 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $69,308 | 247 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $62,860 | 246 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $81,178 | 245 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $67,980 | 245 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $64,298 | 244 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $58,225 | 243 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $55,570 | 242 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||