Position in CI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,481
+$81 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,638
of 1,682 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $164,091 across 4 Healthcare Plans names. CI ranks #4 (1.5% of the industry book) .
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,481 | 9 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,400 | 9 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,477 | 9 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,594 | 9 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,975 | 9 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,961 | 9 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,485 | 9 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $3,117 | 9 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $2,644 | 8 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $2,905 | 8 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $2,395 | 8 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $2,288 | 8 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $2,244 | 8 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $2,044 | 8 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $2,650 | 8 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||