Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,588,192
-$31,780 QoQ
Shares Held
5,761
-5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#648
of 1,679 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $22,005,652 across 5 Healthcare Plans names. CI ranks #4 (7.2% of the industry book) .
All Filings in CI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588,192 | 5,761 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,619,972 | 6,073 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,740,554 | 6,324 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,828,946 | 6,345 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,483,661 | 16,588 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,071,037 | 18,453 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,006,888 | 10,889 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,940,406 | 17,147 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,418,042 | 16,390 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,564,346 | 9,814 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||