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Custom Truck One shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Custom Truck One (CTOS) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in Custom Truck One

Tip: Access up to 7 years of quarterly data

All positions including Custom Truck One held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Custom Truck One by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 35k 5.76
2025-09-30 $225k 35k 6.42
2025-06-30 $173k 35k 4.94
2025-03-31 $148k 35k 4.22
2024-12-31 $168k 35k 4.81
2024-09-30 $121k 35k 3.45
2024-06-30 $152k 35k 4.35
2024-03-31 $204k 35k 5.82
2023-12-31 $216k 35k 6.18
2023-09-30 $217k 35k 6.20
2023-06-30 $236k 35k 6.74
2023-03-31 $238k 35k 6.80