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
Download as csvQuarterly 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 |