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Visionary Wealth Advisors: CGDV position timeline

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

Visionary Wealth Advisors held 267,572 CGDV 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 267,572 shares
    Change vs previous 13F -97,435 shares

    0.52% of the 13F portfolio, value $13,185,957.

    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 365,007 shares
    Change vs previous 13F +32,127 shares

    0.69% of the 13F portfolio, value $15,527,420.

    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 332,880 shares
    Change vs previous 13F +16,730 shares

    0.66% of the 13F portfolio, value $14,526,905.

    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 316,150 shares
    Change vs previous 13F +57,928 shares

    0.62% of the 13F portfolio, value $13,287,785.

    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 258,222 shares
    Change vs previous 13F +40,363 shares

    0.52% of the 13F portfolio, value $10,197,187.

    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 217,859 shares
    Change vs previous 13F +2,601 shares

    0.47% of the 13F portfolio, value $7,764,495.

    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 215,258 shares
    Change vs previous 13F -18,491 shares

    0.45% of the 13F portfolio, value $7,589,997.

    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 233,749 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $8,517,814.

    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).