Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$228,814
+$213,939 QoQ
Shares Held
830
+1744.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,291
of 1,679 holders
Holding Since
Jun 2024
2 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, 2026Triad Wealth Partners, LLC holds $2,621,474 across 3 Healthcare Plans names. CI ranks #3 (8.7% 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 | $228,814 | 830 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $14,875 | 45 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||