Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$464,520
+$162,026 QoQ
Shares Held
1,685
+48.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,014
of 1,682 holders
Holding Since
Jun 2025
5 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, 2026Drucker Wealth 3.0, LLC holds $1,666,589 across 4 Healthcare Plans names. CI ranks #2 (27.9% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,520 | 1,685 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $302,494 | 1,134 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $292,568 | 1,063 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $250,488 | 869 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $214,876 | 650 | Shares | Other | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||