Venture Visionary Partners LLC
Position in DMO — Western Asset Mortgage Opportunity Fund Inc.
CIK 1792283
Sylvania, OH
Position in DMO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,338,953
-$4,453 QoQ
Shares Held
125,019
+0.0% QoQ
Ownership
1.09%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#9
of 44 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Venture Visionary Partners LLC holds $65,431,104 across 33 Asset Management names. DMO ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
17,355 | $16,687,873 | |
| 2 | BX |
Blackstone Inc.
|
60,384 | $7,105,385 | |
| 3 | AMP |
Ameriprise Financial Inc
|
15,441 | $7,083,713 | |
| 4 | KKR |
KKR & Co. Inc.
|
48,288 | $4,431,872 | |
| 5 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
279,335 | $3,488,894 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
145,992 | $3,461,470 | |
| 7 | JQC |
Nuveen Credit Strategies Income Fund
|
535,467 | $2,602,369 | |
| 8 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
187,532 | $2,479,173 |
All Filings in DMO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,953 | 125,019 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,343,406 | 124,968 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,381,593 | 124,918 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,463,300 | 124,855 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,490,219 | 124,809 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,474,722 | 124,765 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,472,061 | 124,751 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $835,242 | 69,778 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $832,451 | 69,778 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $817,100 | 69,778 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||