Position in CI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,405
-$26,007 QoQ
Shares Held
45
-68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,538
of 1,679 holders
Holding Since
Mar 2025
6 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $387,012 across 7 Healthcare Plans names. CI ranks #6 (3.2% of the industry book) .
All Filings in CI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,405 | 45 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,412 | 144 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $42,385 | 154 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $51,308 | 178 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $61,157 | 185 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $52,969 | 161 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||