Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,064
+$4,731 QoQ
Shares Held
22
+340.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,589
of 1,679 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $942,726 across 6 Healthcare Plans names. CI ranks #5 (0.6% of the industry book) .
All Filings in CI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,064 | 22 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,333 | 5 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||