Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$20,676
+$3,604 QoQ
Shares Held
75
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,503
of 1,679 holders
Holding Since
Sep 2025
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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $92,024 across 4 Healthcare Plans names. CI ranks #2 (22.5% 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 | $20,676 | 75 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,072 | 64 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,376 | 5 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $864 | 3 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||