Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$68,092
New position
Shares Held
247
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,430
of 1,684 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TOP Private Wealth LLC. holds $484,968 across 2 Healthcare Plans names. CI ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,003 | $416,876 | |
| 2 | CI |
Cigna Group
This page
|
247 | $68,092 |
All Filings in CI
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,092 | 247 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||