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Visionary Wealth Advisors: CGSM position timeline

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

Visionary Wealth Advisors held 35,759 CGSM 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 35,759 shares
    Change vs previous 13F +6,335 shares

    0.04% of the 13F portfolio, value $943,505.

    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 29,424 shares
    Change vs previous 13F +2,428 shares

    0.03% of the 13F portfolio, value $773,264.

    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 26,996 shares
    Change vs previous 13F -243 shares

    0.03% of the 13F portfolio, value $711,083.

    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 27,239 shares
    Change vs previous 13F +18,554 shares

    0.03% of the 13F portfolio, value $718,025.

    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 8,685 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $226,504.

    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 8,572 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $222,964.

    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).