Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$56,514
-$10,973 QoQ
Shares Held
205
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,436
of 1,679 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $729,424 across 7 Healthcare Plans names. CI ranks #5 (7.7% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,514 | 205 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $67,487 | 253 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $92,752 | 337 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $90,798 | 315 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $105,455 | 319 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $108,241 | 329 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $98,305 | 356 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $110,860 | 320 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $117,021 | 354 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $140,191 | 386 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $119,780 | 400 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||