Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,789
+$188 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,596
of 1,682 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, 2026Phillip James Consulting Co. holds $577,584 across 3 Healthcare Plans names. CI ranks #2 (1.0% 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 | $5,789 | 21 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,601 | 21 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,779 | 21 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||