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Visionary Wealth Advisors: CALF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Visionary Wealth Advisors on CALF, newest first. How the timeline and the estimate are built.

Visionary Wealth Advisors held 46,820 CALF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,820 shares
    Change vs previous 13F +4,287 shares

    0.09% of the 13F portfolio, value $2,369,537.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,533 shares
    Change vs previous 13F +1,027 shares

    0.08% of the 13F portfolio, value $1,908,475.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,506 shares
    Change vs previous 13F -1,586 shares

    0.08% of the 13F portfolio, value $1,841,620.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,092 shares
    Change vs previous 13F +4,006 shares

    0.09% of the 13F portfolio, value $1,886,587.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,086 shares
    Change vs previous 13F -3,492 shares

    0.08% of the 13F portfolio, value $1,556,220.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,578 shares
    Change vs previous 13F +609 shares

    0.1% of the 13F portfolio, value $1,596,673.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,969 shares
    Change vs previous 13F +725 shares

    0.11% of the 13F portfolio, value $1,847,043.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,244 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,918,650.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).