Position in CI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$152,726
+$84,972 QoQ
Shares Held
554
+118.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,380
of 1,682 holders
Holding Since
Jun 2024
9 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, 2026William B. Walkup & Associates, Inc. holds $6,588,833 across 3 Healthcare Plans names. CI ranks #3 (2.3% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,726 | 554 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $67,754 | 254 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $130,734 | 475 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $90,222 | 313 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $83,967 | 254 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $83,566 | 254 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $70,139 | 254 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $87,995 | 254 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $83,964 | 254 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||