Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,266,698
+$300,927 QoQ
Shares Held
15,477
+4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#441
of 1,682 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MORTON COMMUNITY BANK holds $14,646,242 across 3 Healthcare Plans names. CI ranks #3 (29.1% of the industry book) .
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,266,698 | 15,477 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,965,771 | 14,867 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,985,880 | 14,482 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,858,802 | 13,387 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,162,993 | 12,593 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,019,722 | 12,218 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,326,934 | 12,048 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,102,888 | 11,843 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,987,665 | 12,063 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,239,516 | 11,673 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,398,157 | 11,348 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||