Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$424,547
+$13,752 QoQ
Shares Held
1,540
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,052
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, 2026Cove Private Wealth, LLC holds $1,392,011 across 2 Healthcare Plans names. CI ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
9,352 | $967,464 | |
| 2 | CI |
Cigna Group
This page
|
1,540 | $424,547 |
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,547 | 1,540 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $410,795 | 1,540 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $423,854 | 1,540 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $443,905 | 1,540 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $509,093 | 1,540 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $477,050 | 1,450 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $400,403 | 1,450 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $502,338 | 1,450 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $479,326 | 1,450 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $526,625 | 1,450 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $434,202 | 1,450 | Shares | Sole | 2024-03-12 | |
| No filing history on record for this holder in this stock. | ||||||