Position in CI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$435,069
+$46,720 QoQ
Shares Held
1,631
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Optimize Financial Inc holds $1,468,380 across 3 Healthcare Plans names. CI ranks #3 (29.6% of the industry book) .
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $435,069 | 1,631 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $388,349 | 1,411 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $400,955 | 1,391 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||