Position in CI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$232,122
-$127,457 QoQ
Shares Held
842
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,285
of 1,682 holders
Holding Since
Mar 2022
6 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, 2026MONEY CONCEPTS CAPITAL CORP holds $6,099,768 across 4 Healthcare Plans names. CI ranks #4 (3.8% of the industry book) .
All Filings in CI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,122 | 842 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $359,579 | 1,348 | Shares | Sole | 2026-04-30 | |
| 2022-12-31 | $346,250 | 1,045 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $141,509 | 510 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $134,395 | 510 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $67,570 | 282 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||