Position in CI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,989
+$518 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,524
of 1,682 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kennebec Savings Bank holds $195,841 across 3 Healthcare Plans names. CI ranks #3 (8.2% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,989 | 58 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $15,471 | 58 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,963 | 58 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,718 | 58 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $19,173 | 58 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $19,082 | 58 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,016 | 58 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $20,093 | 58 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||