Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,629,820
+$20,518 QoQ
Shares Held
5,912
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#640
of 1,679 holders
Holding Since
Sep 2022
16 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, 2026ROMANO BROTHERS AND COMPANY holds $11,869,235 across 5 Healthcare Plans names. CI ranks #3 (13.7% of the industry book) .
All Filings in CI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,820 | 5,912 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,609,302 | 6,033 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,665,691 | 6,052 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,766,396 | 6,128 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,040,009 | 6,171 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,049,999 | 6,231 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,756,526 | 6,361 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,203,358 | 6,360 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,102,425 | 6,360 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,328,047 | 6,410 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,941,334 | 6,483 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,927,825 | 6,739 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,890,963 | 6,739 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,741,181 | 6,814 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,386,310 | 7,202 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,023,311 | 7,292 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||