Position in CI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$576,998
-$120,286 QoQ
Shares Held
2,093
-19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#941
of 1,682 holders
Holding Since
Dec 2021
19 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, 2026Visionary Wealth Advisors holds $5,054,358 across 4 Healthcare Plans names. CI ranks #3 (11.4% of the industry book) .
All Filings in CI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,998 | 2,093 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $697,284 | 2,614 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $686,698 | 2,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $767,898 | 2,664 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $917,690 | 2,776 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,056,419 | 3,211 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $926,449 | 3,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $984,928 | 2,843 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $935,843 | 2,831 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,010,394 | 2,782 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $941,770 | 3,145 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $852,488 | 2,980 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $724,228 | 2,581 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $681,498 | 2,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $995,014 | 3,003 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $711,988 | 2,566 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $674,084 | 2,558 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $603,098 | 2,517 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $634,238 | 2,762 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||