Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,546
+$277 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,569
of 1,684 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, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $15,063 across 2 Healthcare Plans names. CI ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
31 | $8,546 | |
| 2 | CVS |
CVS HEALTH Corp
|
63 | $6,517 |
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,546 | 31 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,269 | 31 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,532 | 31 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,935 | 31 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,247 | 31 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,199 | 31 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,560 | 31 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,739 | 31 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,247 | 31 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,258 | 31 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,282 | 31 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||