Position in CI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$204,278
-$17,391 QoQ
Shares Held
741
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,343
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, 202655 North Private Wealth, LLC holds $1,958,126 across 5 Healthcare Plans names. CI ranks #5 (10.4% 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 | $204,278 | 741 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $221,669 | 831 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $276,055 | 1,003 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||