Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$241,495
+$7,822 QoQ
Shares Held
876
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,270
of 1,684 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, 2026Disciplined Investors, L.L.C. holds $883,065 across 3 Healthcare Plans names. CI ranks #2 (27.3% 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 | $241,495 | 876 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $233,673 | 876 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $241,101 | 876 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $252,507 | 876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $307,439 | 930 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $305,641 | 929 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $256,534 | 929 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||