Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$465,623
-$17,994 QoQ
Shares Held
1,689
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,011
of 1,679 holders
Holding Since
Mar 2020
4 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, 2026SMITH, MOORE & CO. holds $4,175,688 across 4 Healthcare Plans names. CI ranks #4 (11.2% of the industry book) .
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,623 | 1,689 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $483,617 | 1,813 | Shares | Sole | 2026-05-05 | |
| 2020-06-30 | $378,865 | 2,019 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $321,758 | 1,816 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||