Venture Visionary Partners LLC
Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund
CIK 1792283
Sylvania, OH
Position in NEA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,366,421
+$154,855 QoQ
Shares Held
121,676
+16.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Venture Visionary Partners LLC holds $62,990,131 across 30 Asset Management names. NEA ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,320 | $14,733,397 | |
| 2 | AMP |
Ameriprise Financial Inc
|
19,847 | $8,820,006 | |
| 3 | BX |
Blackstone Inc.
|
52,724 | $6,062,732 | |
| 4 | KKR |
KKR & Co. Inc.
|
58,256 | $5,388,680 | |
| 5 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
300,917 | $3,788,545 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
145,992 | $3,458,550 | |
| 7 | JQC |
Nuveen Credit Strategies Income Fund
|
535,467 | $2,607,724 | |
| 8 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
187,532 | $2,424,788 |
All Filings in NEA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,366,421 | 121,676 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,211,566 | 104,176 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $340,287 | 29,876 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $326,245 | 29,876 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $334,611 | 29,876 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $337,001 | 29,876 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $357,615 | 29,876 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $393,948 | 34,376 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $380,542 | 34,376 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $378,136 | 34,376 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $332,759 | 34,376 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $397,589 | 36,376 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $404,501 | 36,376 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $413,595 | 36,376 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $480,985 | 45,376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $489,693 | 41,676 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $547,622 | 41,676 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $338,145 | 21,676 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $329,258 | 21,676 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $340,313 | 21,676 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $321,238 | 21,676 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $327,307 | 21,676 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||