Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,746
+$607 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,512
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $103,687 across 3 Healthcare Plans names. CI ranks #2 (18.1% 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 | $18,746 | 68 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,139 | 68 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,715 | 68 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,323 | 15 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,958 | 15 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,935 | 15 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,142 | 15 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||