Position in CI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,857,913
+$1,050,113 QoQ
Shares Held
6,965
+137.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $5,329,900 across 4 Healthcare Plans names. CI ranks #2 (34.9% of the industry book) .
All Filings in CI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,857,913 | 6,965 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $807,800 | 2,935 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $769,915 | 2,671 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $788,102 | 2,384 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $708,995 | 2,155 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $497,604 | 1,802 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $519,660 | 1,500 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $456,186 | 1,380 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $384,981 | 1,060 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||