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Visionary Wealth Advisors: CGGR position timeline

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

Visionary Wealth Advisors held 52,080 CGGR 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 52,080 shares
    Change vs previous 13F -85 shares

    0.1% of the 13F portfolio, value $2,458,176.

    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 52,165 shares
    Change vs previous 13F +1,131 shares

    0.09% of the 13F portfolio, value $2,096,512.

    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 51,034 shares
    Change vs previous 13F +13,968 shares

    0.1% of the 13F portfolio, value $2,269,482.

    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 37,066 shares
    Change vs previous 13F +24,465 shares

    0.08% of the 13F portfolio, value $1,627,939.

    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 12,601 shares
    Change vs previous 13F +358 shares

    0.03% of the 13F portfolio, value $512,231.

    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 12,243 shares
    Change vs previous 13F +5,030 shares

    0.03% of the 13F portfolio, value $419,323.

    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 7,213 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $268,107.

    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).