Position in CI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$8,270
+$3,202 QoQ
Shares Held
30
+57.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,571
of 1,682 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $183,708 across 6 Healthcare Plans names. CI ranks #5 (4.5% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,270 | 30 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,068 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,376 | 5 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,594 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,958 | 15 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,974 | 6 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $14 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $13 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $13 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $18 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||