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Visionary Wealth Advisors: CGMU position timeline

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

Visionary Wealth Advisors held 261,200 CGMU 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 261,200 shares
    Change vs previous 13F +6,991 shares

    0.28% of the 13F portfolio, value $7,175,177.

    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 254,209 shares
    Change vs previous 13F +44,445 shares

    0.31% of the 13F portfolio, value $6,901,775.

    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 209,764 shares
    Change vs previous 13F +108,706 shares

    0.26% of the 13F portfolio, value $5,743,339.

    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 101,058 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,757,873.

    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).