Position in CI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$427,855
-$107,245 QoQ
Shares Held
1,552
-22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,048
of 1,682 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $13,860,692 across 9 Healthcare Plans names. CI ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
23,835 | $9,906,541 | |
| 2 | ELV |
Elevance Health, Inc.
|
3,824 | $1,478,855 | |
| 3 | CVS |
CVS HEALTH Corp
|
13,346 | $1,380,643 | |
| 4 | CI |
Cigna Group
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|
1,552 | $427,855 | |
| 5 | HUM |
Humana Inc
|
813 | $322,939 | |
| 6 | OSCR |
Oscar Health, Inc.
|
7,980 | $227,589 | |
| 7 | CNC |
Centene Corp
|
913 | $58,605 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
251 | $57,403 |
All Filings in CI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,855 | 1,552 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $535,100 | 2,006 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $291,468 | 1,059 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $352,818 | 1,224 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $264,464 | 800 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $234,906 | 714 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $175,625 | 636 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $228,996 | 661 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $176,854 | 535 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $208,107 | 573 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $156,312 | 522 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $126,729 | 443 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $149,559 | 533 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $150,507 | 589 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $219,347 | 662 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $192,841 | 695 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $183,146 | 695 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $144,896 | 631 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $370,496 | 1,851 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $398,514 | 1,681 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $385,091 | 1,593 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||