Position in CI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$711,254
+$16,904 QoQ
Shares Held
2,580
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#866
of 1,682 holders
Holding Since
Mar 2025
6 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, 2026Pathway Financial Advisers, LLC holds $4,265,245 across 3 Healthcare Plans names. CI ranks #2 (16.7% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,254 | 2,580 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $694,350 | 2,603 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $734,313 | 2,668 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $759,827 | 2,636 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $496,200 | 1,501 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $482,643 | 1,467 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||