Position in CI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$110,272
+$3,572 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,398
of 1,682 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $2,349,594 across 3 Healthcare Plans names. CI ranks #2 (4.7% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,272 | 400 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $106,700 | 400 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $110,092 | 400 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $115,300 | 400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $531,572 | 1,608 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $496,132 | 1,508 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||