Position in CI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,571,927
+$122,408 QoQ
Shares Held
5,702
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#651
of 1,679 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, 2026BURNEY CO/ holds $19,924,839 across 6 Healthcare Plans names. CI ranks #4 (7.9% 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 | $1,571,927 | 5,702 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,449,519 | 5,434 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,645,324 | 5,978 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,729,500 | 6,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,039,348 | 6,169 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,121,721 | 6,449 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,813,963 | 6,569 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,485,360 | 7,174 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,450,845 | 7,414 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,957,819 | 8,144 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $2,306,962 | 7,704 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,317,739 | 8,102 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,312,705 | 8,242 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,166,127 | 8,477 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,904,857 | 8,767 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,748,617 | 9,906 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,685,532 | 10,191 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,440,188 | 10,184 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,349,574 | 10,232 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,083,665 | 10,410 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,661,584 | 11,227 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,807,084 | 11,612 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,434,456 | 11,694 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,858,935 | 10,973 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $1,865,803 | 9,943 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,636,788 | 9,238 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||