Significant Ownership of Visionary Wealth Advisors
- Signature - Title
- Ryan Barke - Chief Compliance Officer
- Location
- O'fallon, IL
- Summary
- This page shows a list of all the recent SCHEDULE 13D/G filings made by Visionary Wealth Advisors.
Follow Filing Activity
Follow Visionary Wealth Advisors and return when a new Schedule 13D/G filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
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 |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.