Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,756
-$3,912 QoQ
Shares Held
10
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,633
of 1,679 holders
Holding Since
Mar 2025
6 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $327,843 across 4 Healthcare Plans names. CI ranks #4 (0.8% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756 | 10 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,668 | 25 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,540 | 71 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $80,998 | 281 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $39,008 | 118 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $38,493 | 117 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||