Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$92,077
+$7,784 QoQ
Shares Held
334
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,407
of 1,679 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $278,215 across 4 Healthcare Plans names. CI ranks #2 (33.1% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,077 | 334 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $84,293 | 316 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $64,954 | 236 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $58,514 | 203 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $46,942 | 142 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,969 | 161 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,069 | 127 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $80,720 | 233 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $76,029 | 230 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||