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Disclosery

Visionary Wealth Advisors: CSRE position timeline

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

Visionary Wealth Advisors held 190,127 CSRE 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 190,127 shares
    Change vs previous 13F -873 shares

    0.21% of the 13F portfolio, value $5,395,792.

    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 191,000 shares
    Change vs previous 13F +164,135 shares

    0.22% of the 13F portfolio, value $5,019,487.

    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 26,865 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $685,445.

    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).