Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$332,470
-$2,568 QoQ
Shares Held
1,206
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,141
of 1,679 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $2,221,159 across 3 Healthcare Plans names. CI ranks #3 (15.0% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,470 | 1,206 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $335,038 | 1,256 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $345,688 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $362,042 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $415,208 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $413,224 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $346,831 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $435,128 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $415,195 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $456,166 | 1,256 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $421,026 | 1,406 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||