Position in CI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$544,468
+$32,575 QoQ
Shares Held
1,975
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#959
of 1,682 holders
Holding Since
Mar 2020
26 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, 2026CENTAURUS FINANCIAL, INC. holds $5,830,712 across 5 Healthcare Plans names. CI ranks #2 (9.3% of the industry book) .
All Filings in CI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,468 | 1,975 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $511,893 | 1,919 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $595,872 | 2,165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $625,502 | 2,170 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $708,102 | 2,142 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $698,796 | 2,124 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $537,644 | 1,947 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $847,045 | 2,445 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $820,144 | 2,481 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $923,592 | 2,543 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $769,885 | 2,571 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $740,921 | 2,590 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $711,601 | 2,536 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $691,719 | 2,707 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $792,565 | 2,392 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $744,174 | 2,682 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $618,744 | 2,348 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $651,739 | 2,720 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $691,186 | 3,010 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $627,501 | 3,135 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $570,627 | 2,407 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $255,760 | 1,058 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $220,254 | 1,058 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $301,041 | 1,777 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $241,130 | 1,285 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $281,007 | 1,586 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||