Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,254,344
+$543,722 QoQ
Shares Held
4,550
+70.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#702
of 1,679 holders
Holding Since
Sep 2024
6 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, 2026Savvy Advisors, Inc. holds $10,072,048 across 6 Healthcare Plans names. CI ranks #3 (12.5% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,344 | 4,550 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $710,622 | 2,664 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $734,313 | 2,668 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $331,199 | 1,149 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $291,571 | 882 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $335,700 | 969 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||