Position in CI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$833,104
+$111,812 QoQ
Shares Held
3,022
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#814
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,795,501 across 6 Healthcare Plans names. CI ranks #3 (8.5% of the industry book) .
All Filings in CI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,104 | 3,022 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $721,292 | 2,704 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $777,249 | 2,824 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $804,794 | 2,792 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,261,493 | 3,816 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,373,904 | 4,176 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $876,468 | 3,174 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||