Mowery & Schoenfeld Wealth Management, LLC
Position in CI — Cigna Group
CIK 2019946
LINCOLNSHIRE, IL
Position in CI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,432
+$759 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,495
of 1,679 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $613,599 across 3 Healthcare Plans names. CI ranks #2 (3.8% of the industry book) .
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,432 | 85 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,673 | 85 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $23,394 | 85 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,501 | 85 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $28,099 | 85 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $27,965 | 85 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $31,756 | 115 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $29,447 | 85 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $28,098 | 85 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $30,871 | 85 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,453 | 85 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||