Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,308
+$107 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,621
of 1,679 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $93,596 across 7 Healthcare Plans names. CI ranks #5 (3.5% 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 | $3,308 | 12 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,201 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,302 | 12 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,035 | 14 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,628 | 14 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,606 | 14 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,865 | 14 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,235 | 18 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,958 | 15 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,447 | 15 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,593 | 12 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||