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Visionary Wealth Advisors: ULBI position timeline

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

Visionary Wealth Advisors held 1,109,170 ULBI 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 1,109,170 shares
    Change vs previous 13F +3,016 shares

    0.28% of the 13F portfolio, value $7,009,955.

    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 1,106,154 shares
    Change vs previous 13F +15,947 shares

    0.32% of the 13F portfolio, value $7,212,125.

    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 1,090,207 shares
    Change vs previous 13F -4,835 shares

    0.28% of the 13F portfolio, value $6,235,985.

    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 1,095,042 shares
    Change vs previous 13F +2,095 shares

    0.35% of the 13F portfolio, value $7,468,187.

    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 1,092,947 shares
    Change vs previous 13F +1,015 shares

    0.5% of the 13F portfolio, value $9,814,665.

    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 1,091,932 shares
    Change vs previous 13F -200,904 shares

    0.35% of the 13F portfolio, value $5,874,594.

    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 1,292,836 shares
    Change vs previous 13F +188,384 shares

    0.56% of the 13F portfolio, value $9,631,628.

    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 1,104,452 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $9,984,246.

    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).