Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$401,050
+$17,431 QoQ
Shares Held
1,177
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,476
of 2,131 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Visionary Wealth Advisors holds $2,441,396 across 4 Insurance - Property & Casualty names. CB ranks #3 (16.4% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,050 | 1,177 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $383,619 | 1,177 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $281,220 | 901 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $254,307 | 901 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $257,271 | 888 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $307,123 | 1,017 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $252,814 | 915 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,356 | 934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $238,244 | 934 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $214,718 | 1,395 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||