Visionary Wealth Advisors

Position in CSPI — Csp Inc /Ma/

CIK 1802984 O'FALLON, IL

Position in CSPI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,360,638

-$427,977 QoQ

Shares Held

801,088

+2.1% QoQ

Ownership

7.95%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

of 44 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Visionary Wealth Advisors holds $7,749,957 across 3 Information Technology Services names. CSPI ranks #1 (82.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSPI	Csp Inc /Ma/ This page	801,088	$6,360,638
2	IBM	International Business Machines Corp	3,352	$942,615
3	APLD	Applied Digital Corp.	11,976	$446,704

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,360,638	801,088	+2.1%	Shares	Sole	2026-08-13
2026-03-31	$6,788,615	784,811	+2.6%	Shares	Sole	2026-05-13
2025-12-31	$9,561,100	764,888	+2.4%	Shares	Sole	2026-02-13
2025-09-30	$8,629,698	747,160	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$9,578,019	740,187	+5.7%	Shares	Sole	2025-08-14
2025-03-31	$10,744,887	700,449	-8.7%	Shares	Sole	2025-05-14
2024-12-31	$12,323,150	766,842	+15.4%	Shares	Sole	2025-02-14
2024-09-30	$8,629,231	664,298	+10.9%	Shares	Sole	2024-11-12
2024-06-30	$8,927,573	599,166	+2.3%	Shares	Sole	2024-08-13
2024-03-31	$10,814,772	585,849	+99.7%	Shares	Sole	2024-05-15
2023-12-31	$5,718,424	293,403	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$4,970,700	284,040	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$3,362,407	282,318	+2.3%	Shares	Sole	2023-08-11
2023-03-31	$3,750,785	275,996	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$2,604,914	276,237	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$1,977,041	274,971	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$2,490,442	273,675	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$2,151,255	273,002	+0.9%	Shares	Sole	2022-05-12
2021-12-31	$2,378,864	270,633	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$2,325,666	260,433	+1.8%	Shares	Sole	2021-11-12
2021-06-30	$2,701,121	255,788	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$2,187,945	251,488	+9.8%	Shares	Sole	2021-05-18
2020-12-31	$1,771,236	229,138	+4.8%	Shares	Sole	2021-02-16
2020-09-30	$1,886,112	218,553	+1.7%	Shares	Sole	2020-11-16
2020-06-30	$1,777,082	214,883	-0.2%	Shares	Sole	2020-08-14
2020-03-31	$1,504,394	215,221	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.