Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$629,101
-$11,365 QoQ
Shares Held
2,282
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#904
of 1,682 holders
Holding Since
Jun 2025
5 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, 2026BIRCH FINANCIAL GROUP, LLC holds $1,028,521 across 2 Healthcare Plans names. CI ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
This page
|
2,282 | $629,101 | |
| 2 | UNH |
Unitedhealth Group Inc
|
961 | $399,420 |
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,101 | 2,282 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $640,466 | 2,401 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $517,432 | 1,880 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $278,161 | 965 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $279,670 | 846 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||