Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,308
+$107 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,624
of 1,679 holders
Holding Since
Dec 2025
3 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, 2026Godfrey Financial Associates, Inc. holds $105,159 across 6 Healthcare Plans names. CI ranks #3 (3.1% of the industry book) .
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,308 | 12 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,201 | 12 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,302 | 12 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||