Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$255,004
+$26,666 QoQ
Shares Held
925
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,237
of 1,679 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $1,564,518 across 4 Healthcare Plans names. CI ranks #4 (16.3% of the industry book) .
All Filings in CI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,004 | 925 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $228,338 | 856 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $212,752 | 773 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $235,212 | 816 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $396,696 | 1,200 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $310,905 | 945 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $270,893 | 981 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||