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Disclosery

Visionary Wealth Advisors: CSPI position timeline

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

Visionary Wealth Advisors held 801,088 CSPI 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 801,088 shares
    Change vs previous 13F +16,277 shares

    0.25% of the 13F portfolio, value $6,360,639.

    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 784,811 shares
    Change vs previous 13F +19,923 shares

    0.3% of the 13F portfolio, value $6,788,615.

    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 764,888 shares
    Change vs previous 13F +17,728 shares

    0.43% of the 13F portfolio, value $9,561,096.

    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 747,160 shares
    Change vs previous 13F +6,973 shares

    0.4% of the 13F portfolio, value $8,629,694.

    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 740,187 shares
    Change vs previous 13F +39,738 shares

    0.49% of the 13F portfolio, value $9,578,014.

    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 700,449 shares
    Change vs previous 13F -66,393 shares

    0.65% of the 13F portfolio, value $10,744,894.

    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 766,842 shares
    Change vs previous 13F +102,544 shares

    0.72% of the 13F portfolio, value $12,323,155.

    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 664,298 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,629,234.

    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).