Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,129
+$10,688 QoQ
Shares Held
44
+780.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,545
of 1,684 holders
Holding Since
Sep 2025
2 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, 2026Quest 10 Wealth Builders, Inc. holds $479,958 across 5 Healthcare Plans names. CI ranks #3 (2.5% of the industry book) .
All Filings in CI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,129 | 44 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $1,441 | 5 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||