Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,340
+$5,007 QoQ
Shares Held
23
+360.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,587
of 1,679 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $308,935 across 6 Healthcare Plans names. CI ranks #6 (2.1% of the industry book) .
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,340 | 23 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,333 | 5 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,027 | 11 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,476 | 19 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||