Investor Visionary Wealth Advisors
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Visionary Wealth Advisors . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-02-14 13G ULBI / Ultralife Corporation 1,082,246 1,292,836
2025-02-14 13G CSPI / CSP Inc. 293,403 766,842
2024-02-14 13G CSPI / CSP Inc. 276,237 293,403
2024-02-14 13G ULBI / Ultralife Corporation 1,030,135 1,082,246
2023-02-14 13G CSPI / CSP Inc. 270,633 276,237
2023-02-14 13G ULBI / Ultralife Corporation 901,535 1,030,135
2022-02-15 13G CSPI / CSP Inc. 229,138 270,633
2022-02-15 13G ULBI / Ultralife Corporation 860,235 901,535
2021-02-17 13G ULBI / Ultralife Corporation 823,611 860,235
2021-02-17 13G CSPI / CSP Inc. 215,042 229,138
2020-02-18 13G/A ULBI / Ultralife Corporation 823,611 823,611
2020-02-18 13G CSPI / CSP Inc. 215,042 215,042
2020-02-15 13G/A ULBI / Ultralife Corporation 823,611
2020-02-15 13G CSPI / CSP Inc. 215,042