Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$304,626
+$9,601 QoQ
Shares Held
1,105
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,179
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, 2026AssuredPartners Investment Advisors, LLC holds $1,665,863 across 4 Healthcare Plans names. CI ranks #4 (18.3% 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 | $304,626 | 1,105 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $295,025 | 1,106 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $320,092 | 1,163 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $383,660 | 1,331 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $485,952 | 1,470 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $485,604 | 1,476 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $396,260 | 1,435 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||