Position in CI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$33,632
+$5,624 QoQ
Shares Held
122
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,470
of 1,679 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $754,138 across 4 Healthcare Plans names. CI ranks #3 (4.5% of the industry book) .
All Filings in CI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,632 | 122 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $28,008 | 105 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,899 | 105 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30,266 | 105 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $34,710 | 105 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $34,545 | 105 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $28,994 | 105 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $36,376 | 105 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $34,709 | 105 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $38,134 | 105 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $97,321 | 325 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $92,972 | 325 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $91,195 | 325 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $17,376 | 68 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $22,531 | 68 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||