ULBI.NASDAQUltralife CORP

SCHEDULE 13G: Visionary Wealth Advisors Discloses 7.8% Stake in ULTRALIFE CORP

Sentiment:

Beneficial Ownership Report


Visionary Wealth Advisors, LLC has filed a Schedule 13G, reporting a beneficial ownership of 7.8% of ULTRALIFE CORP's common stock as of December 31, 2024.

Summary

  • Visionary Wealth Advisors, LLC, an investment adviser based in O'Fallon, IL, has disclosed a significant beneficial ownership stake in ULTRALIFE CORP.
  • As of December 31, 2024, Visionary Wealth Advisors beneficially owns 1,292,836 shares of ULTRALIFE CORP's Common Stock.
  • This ownership represents 7.8% of the total class of securities.
  • The firm holds sole voting power over 9,000 shares and shared dispositive power over all 1,292,836 shares.
  • The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently shift sentiment positively or negatively regarding the company's operational performance or financial health.

Positives

  • The disclosure of a significant 7.8% stake by an investment advisor like Visionary Wealth Advisors may indicate institutional interest and confidence in ULTRALIFE CORP.

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant institutional ownership, which can influence investor perception and trading activity.

Key Dates

DateDescription
12/31/2024Date of event which requires the filing of this statement, indicating the beneficial ownership position.
02/14/2025Date the Schedule 13G statement was signed by Ryan T Barke, Chief Compliance Officer of Visionary Wealth Advisors.

Keywords

ULTRALIFE CORP, Visionary Wealth Advisors, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Investment Advisor

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