Position in CI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$782,104
+$228,065 QoQ
Shares Held
2,837
+36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#840
of 1,682 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Venture Visionary Partners LLC holds $5,901,286 across 4 Healthcare Plans names. CI ranks #3 (13.3% of the industry book) .
All Filings in CI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,104 | 2,837 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $554,039 | 2,077 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $573,304 | 2,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $595,236 | 2,065 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $682,647 | 2,065 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $720,510 | 2,190 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $618,829 | 2,241 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $866,100 | 2,500 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $959,975 | 2,904 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,000,588 | 2,755 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $797,135 | 2,662 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $867,936 | 3,034 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $877,997 | 3,129 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $748,447 | 2,929 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $911,516 | 2,751 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $760,545 | 2,741 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $785,553 | 2,981 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $691,754 | 2,887 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $652,608 | 2,842 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $535,428 | 2,675 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $590,778 | 2,492 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $602,899 | 2,494 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $551,677 | 2,650 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $363,384 | 2,145 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||