Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$105,861
+$5,030 QoQ
Shares Held
384
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,399
of 1,682 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, 2026Millstone Evans Group, LLC holds $510,675 across 3 Healthcare Plans names. CI ranks #2 (20.7% 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 | $105,861 | 384 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $100,831 | 378 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $104,036 | 378 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $112,705 | 391 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $141,818 | 429 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $141,141 | 429 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $118,464 | 429 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||