Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$248,387
+$9,379 QoQ
Shares Held
901
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,252
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, 2026Financial Life Planners holds $412,670 across 3 Healthcare Plans names. CI ranks #1 (60.2% 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 | $248,387 | 901 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $239,008 | 896 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $245,229 | 891 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $255,389 | 886 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $291,571 | 882 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $288,533 | 877 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $244,660 | 886 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||