Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,032
+$98 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,629
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, 2026IMG Wealth Management, Inc. holds $224,069 across 5 Healthcare Plans names. CI ranks #5 (1.4% 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 | $3,032 | 11 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,934 | 11 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,009 | 40 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,530 | 40 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,223 | 40 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||