Position in CI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$154,932
+$5,019 QoQ
Shares Held
562
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,375
of 1,682 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $8,907,947 across 6 Healthcare Plans names. CI ranks #4 (1.7% of the industry book) .
All Filings in CI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,932 | 562 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $149,913 | 562 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $188,227 | 653 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $215,868 | 653 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $121,401 | 369 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $101,895 | 369 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $133,379 | 385 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $121,980 | 369 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $134,017 | 369 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $103,310 | 345 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $98,694 | 345 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $86,144 | 307 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $78,447 | 307 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $101,721 | 307 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $85,183 | 307 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $80,900 | 307 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $1,010,435 | 4,217 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $928,164 | 4,042 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $479,783 | 2,397 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $72,780 | 307 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $74,214 | 307 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $50,171 | 241 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $38,456 | 227 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $51,603 | 275 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $51,382 | 290 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||