Position in CI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$6,892
+$224 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,580
of 1,682 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, 2026Copia Wealth Management holds $106,668 across 3 Healthcare Plans names. CI ranks #2 (6.5% 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 | $6,892 | 25 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $6,668 | 25 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,880 | 25 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,206 | 25 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,264 | 25 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,225 | 25 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,903 | 25 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||