Position in HUM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,971
+$3,203 QoQ
Shares Held
10
+233.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#859
of 919 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $2,145,509 across 6 Healthcare Plans names. HUM ranks #6 (0.2% of the industry book) .
All Filings in HUM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,971 | 10 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $768 | 3 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $733 | 3 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $793 | 3 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $15,222 | 60 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $18,687 | 59 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,120 | 3 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,040 | 3 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $1,373 | 3 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,459 | 3 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $1,788 | 4 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,941 | 4 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||