| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 5.3% |
| ISHARES TR | 19 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 19 | Q2 2024 | 3.1% |
| ISHARES TR | 19 | Q2 2024 | 3.4% |
| PROCTER & GAMBLE CO | 19 | Q2 2024 | 3.6% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.4% |
| QUANTA SVCS INC | 19 | Q2 2024 | 2.5% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.1% |
| CISCO SYS INC | 19 | Q2 2024 | 2.1% |
View Visionary Wealth Advisors's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CSP INC /MA/ | February 14, 2024 | 293,403 | 6.2% |
| ULTRALIFE CORP | February 14, 2024 | 1,082,246 | 6.6% |
View Visionary Wealth Advisors's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR | 2023-05-15 |
| SC 13G | 2023-02-14 |
View Visionary Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.