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Visionary Wealth Advisors: CGBL position timeline

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

Visionary Wealth Advisors held 31,389 CGBL 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 31,389 shares
    Change vs previous 13F +2,019 shares

    0.05% of the 13F portfolio, value $1,191,520.

    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 29,370 shares
    Change vs previous 13F +4,377 shares

    0.04% of the 13F portfolio, value $1,010,614.

    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 24,993 shares
    Change vs previous 13F +3,301 shares

    0.04% of the 13F portfolio, value $882,995.

    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 21,692 shares
    Change vs previous 13F +3,614 shares

    0.04% of the 13F portfolio, value $753,130.

    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 18,078 shares
    Change vs previous 13F +1,129 shares

    0.03% of the 13F portfolio, value $604,542.

    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 16,949 shares
    Change vs previous 13F +7,640 shares

    0.03% of the 13F portfolio, value $525,076.

    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 9,309 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $291,088.

    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).