Significant Ownership of Visionary Wealth Advisors
- Large-stake filing summary
-
- Recent SEC Schedule 13D/G filings for Visionary Wealth Advisors focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- Ryan Barke - Chief Compliance Officer
- Manager location
- O'fallon, IL
Large-stake snapshot
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Visionary Wealth Advisors with Pro and return when a new Schedule 13D/G filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
CIK context first
Continue from Visionary Wealth Advisors
Significant Ownership of Visionary Wealth Advisors
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| CSPI | CSP INC /MA/ | Common Stock | 7.7% | $9,056,274 | -$23,135 | 764,888 | -0.25% | Visionary Wealth Advisors | 31 Dec 2025 |
| ULBI | ULTRALIFE CORP | Common Stock | 6.6% | $6,235,984 | -$1,159,038 | 1,090,207 | -16% | Visionary Wealth Advisors | 31 Dec 2025 |
Schedules 13D/G Reported by Visionary Wealth Advisors:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.