Position in CI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$302,420
+$301,822 QoQ
Shares Held
1,097
+54750.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,183
of 1,682 holders
Holding Since
Dec 2023
2 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Caitlin John, LLC holds $919,103 across 5 Healthcare Plans names. CI ranks #2 (32.9% of the industry book) .
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,420 | 1,097 | Shares | Defined | 2026-08-17 | |
| 2023-12-31 | $598 | 2 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||