Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,270
+$268 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,568
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, 2026Asset Planning,Inc holds $506,078 across 4 Healthcare Plans names. CI ranks #4 (1.6% 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 | $8,270 | 30 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,002 | 30 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,256 | 30 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,647 | 30 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,917 | 30 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,870 | 30 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,284 | 30 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||