Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$548,603
+$26,040 QoQ
Shares Held
1,990
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#953
of 1,679 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $32,247,217 across 3 Healthcare Plans names. CI ranks #3 (1.7% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,603 | 1,990 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $522,563 | 1,959 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $566,148 | 2,057 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $593,506 | 2,059 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $581,159 | 1,758 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||