Significant Ownership of Visionary Wealth Advisors

Signature and title
Ryan Barke - Chief Compliance Officer
Location
O'fallon, IL
13D/G summary
Recent SEC Schedule 13D/G beneficial ownership filings for Visionary Wealth Advisors.

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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 next to the price means the reported price is likely invalid.
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