Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,811
+$1,071 QoQ
Shares Held
90
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,495
of 1,682 holders
Holding Since
Jun 2025
5 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, 2026Tidemark, LLC holds $188,673 across 6 Healthcare Plans names. CI ranks #2 (13.2% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,811 | 90 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $23,740 | 89 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,541 | 71 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,177 | 70 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $17,190 | 52 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||