Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,036,556
+$119,737 QoQ
Shares Held
3,760
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#752
of 1,679 holders
Holding Since
Sep 2024
8 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, 2026ASHTON THOMAS SECURITIES, LLC holds $6,498,447 across 4 Healthcare Plans names. CI ranks #3 (16.0% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,556 | 3,760 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $916,819 | 3,437 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $988,901 | 3,593 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,054,130 | 3,657 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $960,004 | 2,904 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $967,260 | 2,940 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $557,250 | 2,018 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $562,965 | 1,625 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||