Position in CI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,648
+$312 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,557
of 1,682 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Monetary Solutions, Ltd holds $296,336 across 4 Healthcare Plans names. CI ranks #4 (3.3% 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 | $9,648 | 35 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,336 | 35 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,633 | 35 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||