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Visionary Wealth Advisors: CGUS position timeline

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

Visionary Wealth Advisors held 28,417 CGUS 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 28,417 shares
    Change vs previous 13F +1,630 shares

    0.05% of the 13F portfolio, value $1,263,989.

    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 26,787 shares
    Change vs previous 13F +1,800 shares

    0.05% of the 13F portfolio, value $1,029,157.

    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 24,987 shares
    Change vs previous 13F +7,811 shares

    0.05% of the 13F portfolio, value $1,005,228.

    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 17,176 shares
    Change vs previous 13F +1,597 shares

    0.03% of the 13F portfolio, value $679,140.

    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 15,579 shares
    Change vs previous 13F +542 shares

    0.03% of the 13F portfolio, value $575,333.

    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 15,037 shares
    Change vs previous 13F +5,036 shares

    0.03% of the 13F portfolio, value $502,236.

    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 10,001 shares
    Change vs previous 13F +1,223 shares

    0.02% of the 13F portfolio, value $349,735.

    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 8,778 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $300,910.

    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).