Visionary Wealth Advisors
Holdings in CSPI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,561,100 | 764,888 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $8,629,698 | 747,160 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $9,578,019 | 740,187 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $10,744,887 | 700,449 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $12,323,150 | 766,842 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $8,629,231 | 664,298 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $8,927,573 | 599,166 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $10,814,772 | 585,849 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $2,859,212 | 293,403 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,485,350 | 284,040 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,681,203 | 282,318 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $1,875,392 | 275,996 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,302,457 | 276,237 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $988,520 | 274,971 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,245,221 | 273,675 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,075,627 | 273,002 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $1,189,432 | 270,633 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,162,833 | 260,433 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,350,560 | 255,788 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,093,972 | 251,488 | Shares | Sole | 2021-05-18 |
| 2020-12-31 | $885,618 | 229,138 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $943,056 | 218,553 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $888,541 | 214,883 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $752,197 | 215,221 | Shares | Sole | 2020-05-15 |