Visionary Wealth Advisors

Position in ULBI — Ultralife Corp

CIK 1802984 O'FALLON, IL

Back to ULBI Full portfolio

Position in ULBI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$7,212,124

+$976,140 QoQ

Shares Held

1,106,154

+1.5% QoQ

Ownership

6.64%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in ULBI Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Mar 31, 2026

Visionary Wealth Advisors holds $12,629,270 across 5 Electrical Equipment & Parts names. ULBI ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ULBI	Ultralife Corp This page	1,106,154	$7,212,124
2	AEIS	Advanced Energy Industries Inc	11,507	$3,713,423
3	BE	Bloom Energy Corp	4,488	$608,079
4	HUBB	Hubbell Inc	1,192	$584,962
5	VRT	Vertiv Holdings Co	2,038	$510,682

All Filings in ULBI

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,212,124	1,106,154	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$6,235,984	1,090,207	0.0%	Shares	Sole	2026-02-13
2025-12-31	$6,235,984	1,090,207	-0.4%	Shares	Sole	2026-02-13
2025-09-30	$7,468,186	1,095,042	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$9,814,664	1,092,947	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$5,874,594	1,091,932	-15.5%	Shares	Sole	2025-05-14
2024-12-31	$9,631,628	1,292,836	0.0%	Shares	Sole	2025-02-14
2024-12-31	$9,631,628	1,292,836	+17.1%	Shares	Sole	2025-02-14
2024-09-30	$9,984,246	1,104,452	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$11,748,629	1,106,274	+0.4%	Shares	Sole	2024-08-13
2024-03-31	$9,709,492	1,102,099	+1.8%	Shares	Sole	2024-05-15
2023-12-31	$7,380,917	1,082,246	+0.9%	Shares	Sole	2024-02-14
2023-09-30	$10,465,150	1,072,249	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$5,155,466	1,065,179	+1.7%	Shares	Sole	2023-08-11
2023-03-31	$4,211,629	1,047,669	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$3,976,321	1,030,135	+2.4%	Shares	Sole	2023-02-14
2022-09-30	$4,839,004	1,006,030	+3.7%	Shares	Sole	2022-11-14
2022-06-30	$4,415,001	970,330	+1.2%	Shares	Sole	2022-08-12
2022-03-31	$5,147,241	958,518	+6.3%	Shares	Sole	2022-05-12
2021-12-31	$5,445,271	901,535	+1.0%	Shares	Sole	2022-02-14
2021-09-30	$6,353,781	892,385	+2.4%	Shares	Sole	2021-11-12
2021-06-30	$7,304,720	871,685	+1.1%	Shares	Sole	2021-08-13
2021-03-31	$7,139,305	862,235	+0.2%	Shares	Sole	2021-05-18
2020-12-31	$5,565,720	860,235	-0.8%	Shares	Sole	2021-02-16
2020-09-30	$5,114,916	866,935	+1.3%	Shares	Sole	2020-11-16
2020-06-30	$5,997,300	855,535	+1.4%	Shares	Sole	2020-08-14
2020-03-31	$4,387,297	843,711	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.