Position in CI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$232,872
+$232,274 QoQ
Shares Held
873
+43550.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
4 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, 2026Impact Partnership Wealth, LLC holds $417,708 across 1 Healthcare Plans name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,005 | $417,708 |
All Filings in CI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,872 | 873 | Shares | Sole | 2026-04-23 | |
| 2023-12-31 | $598 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,574 | 9 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $353,267 | 1,259 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||