Position in CI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$26,941
-$6,193 QoQ
Shares Held
101
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 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, 2026Destiny Wealth Partners, LLC holds $274,315 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
660 | $274,315 |
All Filings in CI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,941 | 101 | Shares | Sole | 2026-05-11 | |
| 2022-12-31 | $33,134 | 100 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $74,916 | 270 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $70,886 | 269 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $48,161 | 201 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $45,926 | 200 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $39,831 | 199 | Shares | Sole | 2021-10-28 | |
| 2021-03-31 | $47,622 | 197 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $40,803 | 196 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||