Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,441,806
+$1,150,063 QoQ
Shares Held
5,230
+393.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#668
of 1,679 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $21,293,063 across 6 Healthcare Plans names. CI ranks #3 (6.8% 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 | $1,441,806 | 5,230 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $291,743 | 1,060 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $319,092 | 1,107 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $373,224 | 1,129 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $335,251 | 1,019 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $335,233 | 1,214 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $429,585 | 1,240 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $482,632 | 1,460 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,387,974 | 6,575 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||