Position in CI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,332,912
+$17,035 QoQ
Shares Held
4,835
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#689
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026STEPHENS INC /AR/ holds $27,013,011 across 6 Healthcare Plans names. CI ranks #4 (4.9% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,912 | 4,835 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,315,877 | 4,933 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,308,168 | 4,753 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,628,612 | 5,650 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,143,480 | 6,484 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,034,207 | 6,183 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $2,169,631 | 7,857 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $4,706,387 | 13,585 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $4,598,559 | 13,911 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $5,132,964 | 14,133 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,323,732 | 7,760 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,659,778 | 5,802 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,615,414 | 5,757 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,296,559 | 5,074 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,575,190 | 4,754 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,330,191 | 4,794 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,265,159 | 4,801 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,476,476 | 6,162 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,366,528 | 5,951 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $1,244,795 | 6,219 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $934,292 | 3,941 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $937,225 | 3,877 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $801,284 | 3,849 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $597,678 | 3,528 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $690,927 | 3,682 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $858,259 | 4,844 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||