Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$104,758
+$3,393 QoQ
Shares Held
380
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,399
of 1,679 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $2,061,080 across 5 Healthcare Plans names. CI ranks #2 (5.1% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,758 | 380 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $101,365 | 380 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $104,587 | 380 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $109,535 | 380 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $125,620 | 380 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $125,020 | 380 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $104,380 | 378 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,078 | 6 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,983 | 6 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,179 | 6 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,796 | 6 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,716 | 6 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $1,683 | 6 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $1,533 | 6 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $1,988 | 6 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $1,664 | 6 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $1,581 | 6 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $1,437 | 6 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $1,377 | 6 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $1,200 | 6 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $1,422 | 6 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $6 | 1,450 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $1,249 | 6 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $1,016 | 6 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $1,125 | 6 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $1,063 | 6 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||