Position in CI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,616
-$586 QoQ
Shares Held
24
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,580
of 1,679 holders
Holding Since
Dec 2024
7 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, 2026Crews Bank & Trust holds $1,726,144 across 4 Healthcare Plans names. CI ranks #4 (0.4% 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 | $6,616 | 24 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,202 | 27 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,890 | 174 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $50,155 | 174 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $57,520 | 174 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $57,246 | 174 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $59,646 | 216 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||